# Align Investment Advisors, LLC

> Align Investment Advisors, LLC is a state-registered investment advisory firm in Thousand Oaks, CA, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 150501
- Filed as: ALIGN INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150501
- AdvisorCensus page: https://advisorcensus.com/firm/align-investment-advisors-llc-thousand-oaks-ca-150501

## Quick answers

**How is Align Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Align Investment Advisors, LLC reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Align Investment Advisors, LLC located?**
Align Investment Advisors, LLC's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is Align Investment Advisors, LLC registered with the SEC or a state?**
Align Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150501.

**How much does Align Investment Advisors, LLC manage?**
Align Investment Advisors, LLC reports $2,000,000 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**What types of clients does Align Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Align Investment Advisors, LLC 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/150501

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $2,000,000 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Investment Advisors, LLC (CRD 150501): Form ADV filing data as of October 2026.