# Alphavista Asset Management LLC

> Alphavista Asset Management LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 329866
- Filed as: ALPHAVISTA ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329866
- AdvisorCensus page: https://advisorcensus.com/firm/alphavista-asset-management-llc-329866

## Quick answers

**How is Alphavista Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alphavista Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Alphavista Asset Management LLC registered with the SEC or a state?**
Alphavista Asset Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329866.

**How much does Alphavista Asset Management LLC manage?**
Alphavista Asset Management LLC reports $7,000,000 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**What types of clients does Alphavista Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (2).

**Does Alphavista Asset Management LLC 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/329866

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,000,000
- Discretionary: $7,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $300,000 |
| High net worth individuals | 2 | $6,700,000 |

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphavista Asset Management LLC (CRD 329866): Form ADV filing data as of October 2026.