# Alphanso

> Alphanso is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 324030
- Filed as: ALPHANSO
- Legal name: Alphanso Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324030
- AdvisorCensus page: https://advisorcensus.com/firm/alphanso-324030

## Quick answers

**How is Alphanso compensated?**
On its Form ADV (Item 5.E, October 2026), Alphanso reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Alphanso registered with the SEC or a state?**
Alphanso is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 324030.

**How much does Alphanso manage?**
Alphanso reports $6,400,000 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Alphanso's assets and staff changed since 2023?**
In the Form ADV data for Alphanso: Regulatory assets under management: $1,917,709 in the October 2024 data and $6,400,000 in the October 2026 data, up 234%. Total employees: 6 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alphanso serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (7).

**Does Alphanso 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/324030

**What changed in Alphanso's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $837,619 to $6,400,000 (+664%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $6,400,000
- Discretionary: $6,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $300,000 |
| High net worth individuals | 13 | $6,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

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

### Websites listed on Form ADV (Item 1.I)
- alphanso.ai
- Facebook @alphanso.ml
- Instagram @alphanso_ai
- LinkedIn @alphanso-ai
- X @Alphanso_AI

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 6 | March 17, 2023 |
| October 2024 | $1,917,709 | 9 | March 27, 2024 |
| October 2026 | $6,400,000 | 11 | September 22, 2026 |

Regulatory assets under management: $1,917,709 in the October 2024 data and $6,400,000 in the October 2026 data, up 234%.
Total employees: 6 in October 2023 and 11 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $837,619 to $6,400,000 (+664%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphanso (CRD 324030): Form ADV filing data as of October 2026.