AdvisorCensus / Financial advisors / Arizona / Phoenix / Alkeme Investments LLC
Alkeme Investments LLC
Filed as ALKEME INVESTMENTS LLC
Alkeme Investments LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Alkeme Investments LLC compensated?
On its Form ADV (Item 5.E, October 2026), Alkeme Investments LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Alkeme Investments LLC charge?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states); Flat fee: $2,000 to $7,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Alkeme Investments LLC located?
Alkeme Investments LLC's principal office is in Scottsdale, AZ, according to its Form ADV.
Is Alkeme Investments LLC registered with the SEC or a state?
Alkeme Investments LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332434.
How have Alkeme Investments LLC's assets and staff changed since 2025?
In the Form ADV data for Alkeme Investments LLC: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Alkeme Investments LLC 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/332434
What changed in Alkeme Investments LLC's recent Form ADV filings?
In the April 2026 filing data: Added the business name Alkeme Financial.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2.75% of assets a year (the maximum the brochure states)
The brochure's wording
Total advisory fees —Alkeme Investments and any fees for a Third Party Manager —will not exceed 2.75% of assets under management.
Fees for financial planning services will be negotiated with the client on a case-by-case basis, and documented in writing prior to the services being provided.
Flat fee: $2,000 to $7,500 (financial planning services)
The brochure's wording
Fees may range from an agreed upon fixed rate, typically ranging from $2,000 to $7,500, or an hourly charge.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- ALKEME FINANCIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | March 23, 2026 |
| October 2025 | $0 | 1 | March 19, 2025 |
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Added the business name Alkeme Financial.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alkeme Investments LLC (CRD 332434): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alkeme-investments-llc-scottsdale-az-332434