# Aikapa

> Aikapa is a state-registered investment advisory firm in Corte Madera, CA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 144517
- Filed as: AIKAPA
- Legal name: Alvarez, EDI
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corte Madera, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144517
- AdvisorCensus page: https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517

## Quick answers

**How is Aikapa compensated?**
On its Form ADV (Item 5.E, October 2026), Aikapa reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aikapa located?**
Aikapa's principal office is in Corte Madera, CA, according to its Form ADV.

**Is Aikapa registered with the SEC or a state?**
Aikapa is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144517.

**How much does Aikapa manage?**
Aikapa reports $44,282,067 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (99% discretionary).

**What types of clients does Aikapa serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); corporations or other businesses not listed above (18); individuals (other than high net worth individuals) (6).

**Does Aikapa 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/144517

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $44,282,067
- Discretionary: $43,814,857
- Non-discretionary: $467,210

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,836,686 |
| High net worth individuals | 25 | $21,741,748 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 18 | $20,703,633 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aikapa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aikapa (CRD 144517): Form ADV filing data as of October 2026.