# Alloy Investment Management

> Alloy Investment Management is a state-registered investment advisory firm in Greenville, SC, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated June 4, 2026.

- CRD: 306227
- Filed as: ALLOY INVESTMENT MANAGEMENT
- Legal name: Alloy Wealth Holdings LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306227
- AdvisorCensus page: https://advisorcensus.com/firm/alloy-investment-management-greenville-sc-306227

## Quick answers

**How is Alloy Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Alloy Investment Management reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alloy Investment Management located?**
Alloy Investment Management's principal office is in Greenville, SC, according to its Form ADV.

**Is Alloy Investment Management registered with the SEC or a state?**
Alloy Investment Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306227.

**Does Alloy Investment Management 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/306227

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alloy Investment Management (CRD 306227): Form ADV filing data as of October 2026.