{
  "crd_number": 329205,
  "slug": "alpha-vee-advisors-329205",
  "primary_business_name": "ALPHA VEE ADVISORS",
  "legal_name": "ALPHA VEE ADVISORS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 13
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NH"
  ],
  "websites": [
    "https://alphavee.com",
    "https://alphaveeadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329205",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/alpha-vee-advisors-329205",
  "display_name": "Alpha VEE Advisors",
  "summary": "Alpha VEE Advisors is an SEC-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. Alpha VEE Advisors (CRD 329205): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Alpha VEE Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alpha VEE Advisors reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Alpha VEE Advisors registered with the SEC or a state?",
      "a": "Alpha VEE Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329205."
    },
    {
      "q": "How have Alpha VEE Advisors' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Alpha VEE Advisors: Regulatory assets under management: $0 in the October 2024 data and $0 in the October 2025 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alpha VEE Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (13)."
    },
    {
      "q": "Does Alpha VEE Advisors 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/329205"
    },
    {
      "q": "What changed in Alpha VEE Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Lutz, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-06-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Lutz, FL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/alpha-vee-advisors-329205.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 13,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/329205",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}