# Alder Financial Group Inc

> Alder Financial Group Inc is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 108837
- Filed as: ALDER FINANCIAL GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108837
- AdvisorCensus page: https://advisorcensus.com/firm/alder-financial-group-inc-atlanta-ga-108837

## Quick answers

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

**Where is Alder Financial Group Inc located?**
Alder Financial Group Inc's principal office is in Atlanta, GA, according to its Form ADV.

**Is Alder Financial Group Inc registered with the SEC or a state?**
Alder Financial Group Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 108837.

**How much does Alder Financial Group Inc manage?**
Alder Financial Group Inc reports $224,134,685 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Alder Financial Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Alder Financial Group Inc: Regulatory assets under management: $136,426,226 in the October 2021 data and $224,134,685 in the October 2026 data, up 64%. 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 Alder Financial Group Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (19).

**Which custodians does Alder Financial Group Inc use?**
Alder Financial Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Alder Financial Group Inc 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/108837

**What changed in Alder Financial Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

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

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: $224,134,685
- Discretionary: $224,134,685
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $10,919,038 |
| High net worth individuals | 46 | $212,587,099 |
| Charitable organizations | Fewer than 5 | $380,085 |
| Corporations or other businesses not listed above | Fewer than 5 | $248,463 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alderfinancial.com
- X @AlderFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,426,226 | 3 | February 17, 2021 |
| October 2022 | $159,855,294 | 3 | March 16, 2022 |
| October 2023 | $177,803,476 | 2 | September 7, 2023 |
| October 2024 | $183,428,272 | 2 | March 13, 2024 |
| October 2025 | $205,614,126 | 2 | March 10, 2025 |
| October 2026 | $224,134,685 | 3 | March 5, 2026 |

Regulatory assets under management: $136,426,226 in the October 2021 data and $224,134,685 in the October 2026 data, up 64%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alder Financial Group Inc (CRD 108837): Form ADV filing data as of October 2026.