Data / Investment advisers / Wisconsin / Alpha Investment Consulting Group, LLC
Alpha Investment Consulting Group, LLC, Milwaukee, WI: $714 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alpha Investment Consulting Group, LLC is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $714 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pension and profit sharing plans, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Alpha Investment Consulting Group, LLC (CRD number 139721): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 139721
- SEC file number
- 801-66652
- SEC status
- Approved, effective June 9, 2006
- Main office
- 111 East Kilbourn Avenue Suite 1600, Milwaukee, WI 53202
- Phone
- (414) 319-4100
- Regulatory AUM
- $713,594,230 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $713,594,230
- Accounts
- 11
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 27 | $559.4 million |
| Charitable organizations | 19 | $142 million |
| High net worth individuals | 14 | $12.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $713.6 million | March 25, 2026 |
| December 1, 2025 | $635.7 million | October 13, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mason Wells, Inc. | Milwaukee | $1.42 billion | 4 | adviserinfo.sec.gov |
| Capital Investment Services of America Inc | Milwaukee | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Oarsman Capital, Inc | Milwaukee | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Skylands Capital, LLC | Milwaukee | $746.5 million | 4 | adviserinfo.sec.gov |
| Baird Capital Management Company, LLC | Milwaukee | $737.9 million | 11 | adviserinfo.sec.gov |
| Marietta Investment Partners, LLC | Milwaukee | $683.7 million | Not listed | adviserinfo.sec.gov |
| Riverwater Partners LLC | Milwaukee | $660.9 million | Not listed | adviserinfo.sec.gov |
| Friedlander & Co Inc | Milwaukee | $564.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Alpha Investment Consulting Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.