{
  "crd_number": 333587,
  "slug": "alongside-llc-austin-tx-333587",
  "primary_business_name": "ALONGSIDE, LLC",
  "legal_name": "ALONGSIDE, LLC",
  "dbas": [
    "ABIDING WEALTH PARTNERS",
    "COTTONWOOD CAPITAL ADVISORS",
    "INFLECTION WEALTH MANAGEMENT",
    "KEIL FINANCIAL PARTNERS",
    "LIGHTHOUSE WEALTH PARTNERS",
    "VM WEALTH PARTNERS"
  ],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-15",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 878611865.0,
  "raum_discretionary": 878611865.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2237164.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 485707200.0,
      "count": 1912
    },
    "high_net_worth_individuals": {
      "raum": 385899040.0,
      "count": 191
    },
    "corporations_other_businesses": {
      "raum": 4768461.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333587",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/alongside-llc-austin-tx-333587",
  "display_name": "Alongside, LLC",
  "summary": "Alongside, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Alongside, LLC (CRD 333587): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Alongside, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alongside, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Alongside, LLC located?",
      "a": "Alongside, LLC's principal office is in Austin, TX, according to its Form ADV; the July 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Alongside, LLC registered with the SEC or a state?",
      "a": "Alongside, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333587."
    },
    {
      "q": "How much does Alongside, LLC manage?",
      "a": "Alongside, LLC reports $878,611,865 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Alongside, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Alongside, LLC: Regulatory assets under management: $0 in the October 2025 data and $878,611,865 in the October 2026 data. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alongside, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,912); high net worth individuals (191); corporations or other businesses not listed above (16)."
    },
    {
      "q": "Which custodians does Alongside, LLC use?",
      "a": "Alongside, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alongside, 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/333587"
    },
    {
      "q": "What changed in Alongside, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name VM Wealth Partners. Added an office in Castle Rock, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2025-06-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 878611865.0,
      "total_employees": 3,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name VM Wealth Partners.",
        "Added an office in Castle Rock, CO."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added the business name Cottonwood Capital Advisors.",
        "Added an office in Irving, TX."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $878,611,865.",
        "Added the business name Lighthouse Wealth Partners.",
        "Added an office in Mount Pleasant, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/alongside-llc-austin-tx-333587.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1912,
      "fewer_than_5": false,
      "raum": 485707200.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 191,
      "fewer_than_5": false,
      "raum": 385899040.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2237164.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 16,
      "fewer_than_5": false,
      "raum": 4768461.0
    }
  ],
  "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/333587",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}