# Fundamental Investment Alliance Group, Inc.

> Fundamental Investment Alliance Group, Inc. is a state-registered investment advisory firm in Lutz, FL, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 131166
- Filed as: FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lutz, FL
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131166
- AdvisorCensus page: https://advisorcensus.com/firm/fundamental-investment-alliance-group-inc-lutz-fl-131166

## Quick answers

**How is Fundamental Investment Alliance Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fundamental Investment Alliance Group, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Fundamental Investment Alliance Group, Inc. located?**
Fundamental Investment Alliance Group, Inc.'s principal office is in Lutz, FL, according to its Form ADV.

**Is Fundamental Investment Alliance Group, Inc. registered with the SEC or a state?**
Fundamental Investment Alliance Group, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131166.

**How much does Fundamental Investment Alliance Group, Inc. manage?**
Fundamental Investment Alliance Group, Inc. reports $10,803,706 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**Does Fundamental Investment Alliance Group, Inc. 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/131166

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,803,706
- Discretionary: $10,803,706
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $677,544 |
| High net worth individuals | Fewer than 5 | $4,194,071 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,932,091 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 2 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fundamental Investment Alliance Group, Inc. (CRD 131166): Form ADV filing data as of October 2026.