# Alphacopia

> Alphacopia is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 315231
- Filed as: ALPHACOPIA
- Legal name: Alphacopia Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315231
- AdvisorCensus page: https://advisorcensus.com/firm/alphacopia-315231

## Quick answers

**How is Alphacopia compensated?**
On its Form ADV (Item 5.E, October 2026), Alphacopia reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Is Alphacopia registered with the SEC or a state?**
Alphacopia is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315231.

**How much does Alphacopia manage?**
Alphacopia reports $44,363,307 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**What types of clients does Alphacopia serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (15); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Alphacopia report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315231

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $44,363,307
- Discretionary: $44,363,307
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,954,846 |
| High net worth individuals | 20 | $33,236,668 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $7,041,687 |
| Corporations or other businesses not listed above | 1 | $130,106 |

### 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 21, 2021 |
| October 2026 | $44,363,307 | 2 | August 10, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphacopia (CRD 315231): Form ADV filing data as of October 2026.