# Althum Advisors LLC

> Althum Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 315952
- Filed as: ALTHUM ADVISORS LLC
- Also doing business as: ALTHUM, ALTHUM ADVISORS, ALTHUM FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315952
- AdvisorCensus page: https://advisorcensus.com/firm/althum-advisors-llc-miami-fl-315952

## Quick answers

**How is Althum Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Althum Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Althum Advisors LLC located?**
Althum Advisors LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Althum Advisors LLC registered with the SEC or a state?**
Althum Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315952.

**How much does Althum Advisors LLC manage?**
Althum Advisors LLC reports $2,028,274,973 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (29% discretionary).

**How have Althum Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Althum Advisors LLC: Regulatory assets under management: $145,943,260 in the October 2022 data and $2,028,274,973 in the October 2026 data, up 1290%. Total employees: 1 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Althum Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57); other (21); individuals (other than high net worth individuals) (6).

**Which custodians does Althum Advisors LLC use?**
Althum Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Althum Advisors 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/315952

**What changed in Althum Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 10. Regulatory assets under management went from $1,635,087,804 to $2,028,274,973 (+24%). Changed its office addresses in Guatamala. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- UBS Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,028,274,973
- Discretionary: $597,461,943
- Non-discretionary: $1,430,813,030

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,817,252 |
| High net worth individuals | 57 | $766,837,089 |
| Other | 21 | $1,258,620,632 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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
- Buenos Aires
- Guatamala
- Lima

### Websites listed on Form ADV (Item 1.I)
- althumadvisors.com
- LinkedIn @althum-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $145,943,260 | 1 | February 17, 2022 |
| October 2023 | $1,198,084,470 | 5 | May 17, 2023 |
| October 2024 | $1,448,373,489 | 8 | March 15, 2024 |
| October 2025 | $1,635,087,804 | 14 | June 9, 2025 |
| October 2026 | $2,028,274,973 | 11 | March 18, 2026 |

Regulatory assets under management: $145,943,260 in the October 2022 data and $2,028,274,973 in the October 2026 data, up 1290%.
Total employees: 1 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 10.
- Regulatory assets under management went from $1,635,087,804 to $2,028,274,973 (+24%).
- Changed its office addresses in Guatamala.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Althum Advisors LLC (CRD 315952): Form ADV filing data as of October 2026.