# Alpha Solutions Investment Advisors

> Alpha Solutions Investment Advisors is an SEC-registered investment advisory firm in South San Francisco, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 156541
- Filed as: ALPHA SOLUTIONS INVESTMENT ADVISORS
- Legal name: Alpha Solutions Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156541
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541

## Quick answers

**How is Alpha Solutions Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Solutions Investment Advisors reports these compensation arrangements: a percentage of assets under its management.

**How much does Alpha Solutions Investment Advisors charge?**
Its Form ADV Part 2A brochure dated August 4, 2026 states: Up to $2,000,000: 1.25% a year; $2,000,000 to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; $10,000,000 to $20,000,000: 0.6% a year; Above $20,000,000: 0.5% a year; Hourly rate: $500 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alpha Solutions Investment Advisors located?**
Alpha Solutions Investment Advisors' principal office is in South San Francisco, CA, according to its Form ADV.

**Is Alpha Solutions Investment Advisors registered with the SEC or a state?**
Alpha Solutions Investment Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 156541.

**How much does Alpha Solutions Investment Advisors manage?**
Alpha Solutions Investment Advisors reports $466,294,523 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**How have Alpha Solutions Investment Advisors' assets and staff changed since 2022?**
In the Form ADV data for Alpha Solutions Investment Advisors: Regulatory assets under management: $105,184,967 in the October 2022 data and $466,294,523 in the October 2026 data, up 343%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alpha Solutions Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (266); individuals (other than high net worth individuals) (175); corporations or other businesses not listed above (21).

**Does Alpha Solutions Investment Advisors 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/156541

**Does Alpha Solutions Investment Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated August 4, 2026 says: "Our minimum assets under management (AUM) requirements for opening and maintaining an account are $500,000.00. We may at our discretion, waive or modify the minimum AUM requirements."

**What changed in Alpha Solutions Investment Advisors' recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $397,127,864 to $466,294,523 (+17%). Registered or notice-filed in NV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- Up to $2,000,000: 1.25% a year
- $2,000,000 to $5,000,000: 1% a year
- $5,000,000 to $10,000,000: 0.75% a year
- $10,000,000 to $20,000,000: 0.6% a year
- Above $20,000,000: 0.5% a year

> ADVISORY FEE SCHEDULE (annual rate, based on market value of assets under management): Assets Under Management Annualized Fee First $2 million (ie., amount up to $2 million) 1.25% Next $3 million (ie., amount over $2 million up to $5 million) 1.00% Next $5 million (ie., amount over $5 million up to $10 million) 0.75% Next $10 million (ie., amount over $10 million up to $20 million) 0.60% Amount above $20 million 0.50%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Our minimum assets under management (AUM) requirements for opening and maintaining an account are $500,000.00. We may at our discretion, waive or modify the minimum AUM requirements.

- Minimum annual fee: $5,000

> A minimum annual fee of $5,000 may be imposed on each account. The minimum fee may be waived or reduced at our discretion.

- Hourly rate: $500 an hour (Consulting Services)

> The fee for such services is charged on an hourly basis at a rate of $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $466,294,523
- Discretionary: $466,294,523
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $35,774,137 |
| High net worth individuals | 266 | $391,112,130 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $952,862 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $4,114,667 |
| Charitable organizations | 2 | $2,192,402 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 21 | $28,571,384 |
| Other | 13 | $3,576,941 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NJ, NV, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alphasolutionsinvestmentadvisors.com](https://alphasolutionsinvestmentadvisors.com)
- [asiadvisors.com](https://asiadvisors.com)
- Facebook @Alpha-Solutions-Investment-Advisors-106719641688707
- Instagram @asiadvisors
- X @AlphaInvestment

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $105,184,967 | 4 | April 8, 2022 |
| October 2023 | $110,242,501 | 4 | March 30, 2023 |
| October 2024 | $172,357,185 | 4 | March 31, 2024 |
| October 2025 | $261,468,246 | 5 | March 27, 2025 |
| October 2026 | $466,294,523 | 6 | August 4, 2026 |

Regulatory assets under management: $105,184,967 in the October 2022 data and $466,294,523 in the October 2026 data, up 343%.
Total employees: 4 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $397,127,864 to $466,294,523 (+17%).
- Registered or notice-filed in NV.

### April 2026
- Employees performing advisory functions went from 3 to 4.

### January 2026
- No longer registered or notice-filed in OH.

### December 2025
- Regulatory assets under management went from $261,468,246 to $363,909,382 (+39%).
- Registered or notice-filed in AZ, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Solutions Investment Advisors (CRD 156541): Form ADV filing data as of October 2026.