# 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.

- CRD: 334827
- Filed as: ALPHABIT INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Forest City, IA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334827
- AdvisorCensus page: https://advisorcensus.com/firm/alphabit-investments-llc-forest-city-ia-334827

## Quick answers

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $7,708,704
- Discretionary: $7,708,704
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $7,708,704 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Wausau, WI

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 2 | March 9, 2025 |
| October 2026 | $7,708,704 | 5 | March 11, 2026 |

Total employees: 2 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $6,617,442 to $7,708,704 (+16%).

### December 2025
- Registered or notice-filed in WI.

### November 2025
- Added an office in Wausau, WI.
- No longer lists an office in Gilbert, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphabit Investments, LLC (CRD 334827): Form ADV filing data as of October 2026.