# Advisuite

> Advisuite is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 329395
- Filed as: ADVISUITE
- Legal name: NEO Alliance LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329395
- AdvisorCensus page: https://advisorcensus.com/firm/advisuite-329395

## Quick answers

**How is Advisuite compensated?**
On its Form ADV (Item 5.E, October 2026), Advisuite reports these compensation arrangements: a percentage of assets under its management; other.

**Is Advisuite registered with the SEC or a state?**
Advisuite is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329395.

**How much does Advisuite manage?**
Advisuite reports $11,968,902 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (32% discretionary).

**What types of clients does Advisuite serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Advisuite report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329395

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,968,902
- Discretionary: $3,800,288
- Non-discretionary: $8,168,614

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $3,800,288 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,168,614 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisuite (CRD 329395): Form ADV filing data as of October 2026.