AdvisorCensus / Financial advisors / New York / New York / Alooola
Alooola is an SEC-registered investment advisory firm in Kingston, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Alooola compensated?
On its Form ADV (Item 5.E, October 2026), Alooola reports these compensation arrangements: a percentage of assets under its management.
Where is Alooola located?
Alooola's principal office is in Kingston, NJ, according to its Form ADV.
Is Alooola registered with the SEC or a state?
Alooola is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325090.
How much does Alooola manage?
Alooola reports $51,229,485 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Alooola's assets and staff changed since 2024?
In the Form ADV data for Alooola: Regulatory assets under management: $27,374,941 in the October 2024 data and $51,229,485 in the October 2026 data, up 87%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alooola serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (436); corporations or other businesses not listed above (21).
Does Alooola 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/325090
Does Alooola state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "alooola, LLC does not impose a minimum account size requirement."
What changed in Alooola's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $25,450,299 to $51,229,485 (+101%). Employees performing advisory functions went from 2 to 3.
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
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
alooola, LLC does not impose a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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.F$51,229,485 as of October 2026, filing dated March 31, 2026.
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.DA 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Alooola, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
21 states or jurisdictions
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 | $51,229,485 | 4 | March 31, 2026 |
| October 2025 | $25,450,299 | 3 | March 25, 2025 |
| October 2024 | $27,374,941 | 3 | July 18, 2024 |
Regulatory assets under management: $27,374,941 in the October 2024 data and $51,229,485 in the October 2026 data, up 87%.
Total employees: 3 in October 2024 and 4 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
- Regulatory assets under management went from $25,450,299 to $51,229,485 (+101%).
- Employees performing advisory functions went from 2 to 3.
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.ISource: 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. Alooola (CRD 325090): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alooola-kingston-nj-325090