ALPHA ANALYTICS INVESTMENT GROUP LLC
SEC RegisteredTransparency. Experience. Integrity.
About the firm
Alpha Analytics is an independent California-registered Investment Advisor dedicated to providing institutional investment management for individuals and families. The firm combines a large academically oriented research and trading group with a knowledgeable investment boutique approach, applying investment art and science to client portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional investment management and asset management services, focused solely on managing assets effectively and efficiently with no internally generated investment vehicles.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $8.8M |
| High Net Worth Individuals | 40 | $245M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHA ANALYTICS INVESTMENT GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched