Alphabit Investments, LLC

RIASEC RegisteredEst. 2025
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$7.7M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
Forest City, Iowa
CRD number
334827
Registered since
March 4, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Alphabit Investments, LLC is an institutional registered investment adviser that focuses on portfolio management for investment companies. The firm is structured as a limited liability company and is owned by a combination of a domestic entity and an individual. It registered with the SEC in 2025 and serves an institutional client base rather than retail households. Fees are charged on a percentage-of-assets-under-management basis, with the firm indicating additional fee arrangements beyond AUM-based pricing. Alphabit does not identify as a capital allocator and is not positioned as an active ESG investor. The firm lists affiliations with another investment adviser and an insurance company, which may inform its product or distribution relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Taylor Thompson

    Taylor Thompson

    Founder and Chief Investment OfficerCRD 6569907

Contacts

1 of 1
  • Bryan Dewhurst

    Bryan Dewhurst

    Founder and PresidentCRD 4542194

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Forest City, IA

Winnebago

Location

Forest City, IA

Headquartered in Forest City, IA, in the Midwest of the United States.

Region
Midwest
County
Winnebago
Address
136 S 4th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth