Alternative Investment Advisors, LLC

RIASEC Registered

Total AUM

$386M

Discretionary

$375M

97% of AUM

Avg account

$137K

Accounts

2,817

Employees

Advisory reps

Firm details

Headquarters: Maitland, Florida
CRD number: 160108
Registered since: August 27, 2019
Website: www.aim13.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.96%
HNWI32.34%
Pension & Profit Sharing Plans2.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alternative Investment Advisors, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2019. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory platform combines financial planning with discretionary portfolio management across individual, small-business and institutional accounts, along with manager selection and investor education services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports an active ESG investing posture and maintains a broker-dealer industry affiliation. It also identifies as a user of outside managers, indicating a mix of in-house portfolio management and third-party manager allocations.