# Alpha VEE Advisors

> 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.

- CRD: 329205
- Filed as: ALPHA VEE ADVISORS
- Legal name: Alpha VEE Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329205
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-vee-advisors-329205

## Quick answers

**How is Alpha VEE Advisors compensated?**
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.

**Is Alpha VEE Advisors registered with the SEC or a state?**
Alpha VEE Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329205.

**How have Alpha VEE Advisors' assets and staff changed since 2024?**
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.

**What types of clients does Alpha VEE Advisors serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (13).

**Does Alpha VEE 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/329205

**What changed in Alpha VEE Advisors' recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Lutz, FL.

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 13 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphavee.com
- alphaveeadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | June 6, 2024 |
| October 2025 | $0 | 1 | February 28, 2025 |
| October 2026 | Not reported | 1 | May 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Lutz, FL.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha VEE Advisors (CRD 329205): Form ADV filing data as of October 2026.