# Alongside, LLC

> 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.

- CRD: 333587
- Filed as: ALONGSIDE, LLC
- Also doing business as: ABIDING WEALTH PARTNERS, COTTONWOOD CAPITAL ADVISORS, INFLECTION WEALTH MANAGEMENT, KEIL FINANCIAL PARTNERS, LIGHTHOUSE WEALTH PARTNERS, VM WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333587
- AdvisorCensus page: https://advisorcensus.com/firm/alongside-llc-austin-tx-333587

## Quick answers

**How is Alongside, LLC compensated?**
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).

**Where is Alongside, LLC located?**
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).

**Is Alongside, LLC registered with the SEC or a state?**
Alongside, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333587.

**How much does Alongside, LLC manage?**
Alongside, LLC reports $878,611,865 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Alongside, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Alongside, LLC serve?**
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).

**Which custodians does Alongside, LLC use?**
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.

**Does Alongside, 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/333587

**What changed in Alongside, LLC's recent Form ADV filings?**
In the July 2026 filing data: Added the business name VM Wealth Partners. Added an office in Castle Rock, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $878,611,865
- Discretionary: $878,611,865
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,912 | $485,707,200 |
| High net worth individuals | 191 | $385,899,040 |
| Charitable organizations | 3 | $2,237,164 |
| Corporations or other businesses not listed above | 16 | $4,768,461 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Allen, TX
- Castle Rock, CO
- Irving, TX
- Mill Creek, WA
- Mount Pleasant, WI
- New Berlin, WI

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | June 3, 2025 |
| October 2026 | $878,611,865 | 3 | June 29, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name VM Wealth Partners.
- Added an office in Castle Rock, CO.

### May 2026
- Added the business name Cottonwood Capital Advisors.
- Added an office in Irving, TX.

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alongside, LLC (CRD 333587): Form ADV filing data as of October 2026.