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Alphabit Investments, LLC

Forest City, IASEC-registered investment adviserCRD 334827

Filed as ALPHABIT INVESTMENTS, LLC

Alphabit Investments, LLC is an SEC-registered investment advisory firm in Forest City, IA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

1 year
registered since 2025
$7,708,704
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Alphabit Investments, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Alphabit Investments, LLC reports these compensation arrangements: a percentage of assets under its management; other.

Where is Alphabit Investments, LLC located?

Alphabit Investments, LLC's principal office is in Forest City, IA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Alphabit Investments, LLC registered with the SEC or a state?

Alphabit Investments, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334827.

How much does Alphabit Investments, LLC manage?

Alphabit Investments, LLC reports $7,708,704 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

How have Alphabit Investments, LLC's assets and staff changed since 2025?

In the Form ADV data for Alphabit Investments, LLC: Total employees: 2 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Alphabit Investments, LLC serve?

By number of clients on Form ADV Item 5.D: investment companies (1).

Does Alphabit Investments, LLC 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/334827

What changed in Alphabit Investments, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $6,617,442 to $7,708,704 (+16%).

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
  • Other

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

Regulatory assets under management

Item 5.F
$7,708,704

$7,708,704 as of October 2026, filing dated March 11, 2026.

Discretionary: $7,708,704.Non-discretionary: $0.

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.D
Investment companies
Clients 1 Assets $7,708,704 (100%)

A 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
  • Portfolio management for investment companies (and business development companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 5. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Wausau, WI
States registered or notice-filed
3 states or jurisdictions
AZIAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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 periodAssets under managementEmployeesFiling dated
October 2026$7,708,7045March 11, 2026
October 2025Not reported2March 9, 2025

Total employees: 2 in October 2025 and 5 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
  1. April 2026
    • Regulatory assets under management went from $6,617,442 to $7,708,704 (+16%).
  2. December 2025
    • Registered or notice-filed in WI.
  3. November 2025
    • Added an office in Wausau, WI.
    • No longer lists an office in Gilbert, AZ.

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.I
alphabitinvestments.com

Source: 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. Alphabit Investments, LLC (CRD 334827): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/alphabit-investments-llc-forest-city-ia-334827