# Alexis Advisors

> Alexis Advisors is a state-registered investment advisory firm in Richmond, VA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 167075
- Filed as: ALEXIS ADVISORS
- Legal name: Alexis Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167075
- AdvisorCensus page: https://advisorcensus.com/firm/alexis-advisors-richmond-va-167075

## Quick answers

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

**Where is Alexis Advisors located?**
Alexis Advisors' principal office is in Richmond, VA, according to its Form ADV.

**Is Alexis Advisors registered with the SEC or a state?**
Alexis Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167075.

**How much does Alexis Advisors manage?**
Alexis Advisors reports $66,248,719 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Alexis Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (13); charitable organizations (2).

**Does Alexis Advisors 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/167075

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,248,719
- Discretionary: $66,248,719
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $38,642,407 |
| High net worth individuals | 13 | $21,225,368 |
| Charitable organizations | 2 | $6,380,944 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alexisadvisors.com
- Facebook @ALEXISADVISORS
- LinkedIn @5135570

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alexis Advisors (CRD 167075): Form ADV filing data as of October 2026.