# Aldemar Research Corporation

> Aldemar Research Corporation is an SEC-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 178523
- Filed as: ALDEMAR RESEARCH CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/178523
- AdvisorCensus page: https://advisorcensus.com/firm/aldemar-research-corporation-178523

## Quick answers

**How is Aldemar Research Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Aldemar Research Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Aldemar Research Corporation charge?**
Its Form ADV Part 2A brochure dated January 21, 2026 states: Flat fee: $50 to $1,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Aldemar Research Corporation registered with the SEC or a state?**
Aldemar Research Corporation is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 178523.

**How much does Aldemar Research Corporation manage?**
Aldemar Research Corporation reports $89,485,313 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (94% discretionary).

**How have Aldemar Research Corporation's assets and staff changed since 2021?**
In the Form ADV data for Aldemar Research Corporation: Regulatory assets under management: $45,995,961 in the October 2021 data and $89,485,313 in the October 2026 data, up 95%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aldemar Research Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (33); charitable organizations (2).

**Which custodians does Aldemar Research Corporation use?**
Aldemar Research Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Aldemar Research Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/178523

**Does Aldemar Research Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated January 21, 2026 says: "There is no account minimum for any of ARC’s services."

**What changed in Aldemar Research Corporation's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $63,345,303 to $89,485,313 (+41%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 21, 2026)

- Account minimum: None

> There is no account minimum for any of ARC’s services.

- Flat fee: $50 to $1,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $50 and $1,000. Fees are charged in arrears upon completion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $89,485,313
- Discretionary: $84,120,252
- Non-discretionary: $5,365,061

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $6,550,000 |
| High net worth individuals | 42 | $77,071,812 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,365,061 |
| Charitable organizations | 2 | $32,193 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $466,247 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $45,995,961 | 3 | January 26, 2021 |
| October 2022 | $56,184,134 | 3 | May 24, 2022 |
| October 2023 | $47,261,903 | 3 | January 31, 2023 |
| October 2024 | $53,544,533 | 3 | February 13, 2024 |
| October 2025 | $63,345,303 | 3 | January 21, 2025 |
| October 2026 | $89,485,313 | 3 | January 21, 2026 |

Regulatory assets under management: $45,995,961 in the October 2021 data and $89,485,313 in the October 2026 data, up 95%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $63,345,303 to $89,485,313 (+41%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aldemar Research Corporation (CRD 178523): Form ADV filing data as of October 2026.