{
  "crd_number": 311782,
  "slug": "alinea-advisory-services-llc-new-york-ny-311782",
  "primary_business_name": "ALINEA ADVISORY SERVICES LLC",
  "legal_name": "ALINEA ADVISORY SERVICES LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-26",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 66605795.0,
  "raum_discretionary": 47531727.0,
  "raum_non_discretionary": 19074068.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 10,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 66605795.0,
      "count": 115693
    }
  },
  "compensation_types": [
    "subscription"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://alinea-invest.com",
    "https://alineainvest.medium.com",
    "https://facebook.com/alineainvest",
    "https://instagram.com/alineainvest",
    "https://linkedin.com/company/alineainvest",
    "https://twitter.com/alineainvest_"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311782",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/alinea-advisory-services-llc-new-york-ny-311782",
  "display_name": "Alinea Advisory Services LLC",
  "summary": "Alinea Advisory Services LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. Alinea Advisory Services LLC (CRD 311782): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Alinea Advisory Services LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alinea Advisory Services LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Alinea Advisory Services LLC located?",
      "a": "Alinea Advisory Services LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Alinea Advisory Services LLC registered with the SEC or a state?",
      "a": "Alinea Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311782."
    },
    {
      "q": "How much does Alinea Advisory Services LLC manage?",
      "a": "Alinea Advisory Services LLC reports $66,605,795 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (71% discretionary)."
    },
    {
      "q": "How have Alinea Advisory Services LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Alinea Advisory Services LLC: Regulatory assets under management: $0 in the October 2021 data and $66,605,795 in the October 2026 data. Total employees: 1 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alinea Advisory Services LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115,693)."
    },
    {
      "q": "Does Alinea Advisory Services LLC report any disciplinary disclosures?",
      "a": "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/311782"
    },
    {
      "q": "Does Alinea Advisory Services LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"There is no account size minimum.\""
    },
    {
      "q": "What changed in Alinea Advisory Services LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2021-03-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 980000.0,
      "total_employees": 1,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2761467.0,
      "total_employees": 1,
      "filing_date": "2024-02-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12571274.0,
      "total_employees": 1,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 66605795.0,
      "total_employees": 10,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its legal name from Alinea Invest, Inc. to Alinea Advisory Services LLC.",
        "Regulatory assets under management went from $12,571,274 to $66,605,795 (+430%).",
        "Registered or notice-filed in AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account size minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no account size minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/alinea-advisory-services-llc-new-york-ny-311782.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 115693,
      "fewer_than_5": false,
      "raum": 66605795.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311782",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}