# Alpha Advisors, LLC

> Alpha Advisors, LLC is a state-registered investment advisory firm in Lakeland, FL, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 138848
- Filed as: ALPHA ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakeland, FL
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/138848
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-advisors-llc-lakeland-fl-138848

## Quick answers

**How is Alpha Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Alpha Advisors, LLC located?**
Alpha Advisors, LLC's principal office is in Lakeland, FL, according to its Form ADV.

**Is Alpha Advisors, LLC registered with the SEC or a state?**
Alpha Advisors, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 138848.

**How much does Alpha Advisors, LLC manage?**
Alpha Advisors, LLC reports $31,753,144 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Alpha Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); corporations or other businesses not listed above (7); charitable organizations (3).

**Does Alpha Advisors, LLC 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/138848

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,753,144
- Discretionary: $31,753,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $12,992,292 |
| High net worth individuals | 2 | $18,010,416 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $323,375 |
| Charitable organizations | 3 | $295,387 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $131,674 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alpha-vc.com
- alphaventures.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Advisors, LLC (CRD 138848): Form ADV filing data as of October 2026.