Investment advisers in Alaska: 9 firms, $8.5 billion in AUM

Name: Investment advisers in Alaska: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

9 investment advisers have their main office in Alaska: 9 SEC registered and 0 exempt reporting. The registered advisers report $8.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Alaska Permanent Capital Management, LLC with $4.4 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get advisers in Alaska over $100 million Watch new advisers in Alaska Get private fund advisers in Alaska

9Advisers
9SEC registered
$8.5 billionTotal AUM
8Advisers over $100 million
4Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	AUM	Accounts	Employees	Private funds	Phone	Website	Source
Alaska Permanent Capital Management, LLC	Anchorage	$4.40 billion	187	13	Not listed	(907) 272-7575	apcm.net	adviserinfo.sec.gov
Latash Investments, LLC	Anchorage	$1.74 billion	7	8	3	(907) 868-7580		adviserinfo.sec.gov
Alaska Wealth Advisors	Anchorage	$1.16 billion	2,274	23	Not listed	(907) 272-7575		adviserinfo.sec.gov
Bright Road Wealth Management, LLC	Anchorage	$443.3 million	2,182	13	Not listed	(907) 339-1555		adviserinfo.sec.gov
Heisten Wrenn Private Wealth, LLC	Anchorage	$231.8 million	621	3	Not listed	(907) 222-6270	heistenfinancial.com	adviserinfo.sec.gov
McKinley Alaska Private Investments, LLC	Anchorage	$206.2 million	3	6	3	(907) 563-4488	mckinley-alaska.com	adviserinfo.sec.gov
1207 Capital Group, LLC	Juneau	$162.7 million	4	4	4	(312) 690-6201	cimarrongrp.com	adviserinfo.sec.gov
Blue Anchor Wealth Advisors, LLC	Ketchikan	$144.2 million	302	6	Not listed	(907) 225-6110	blueanchorwealth.com	adviserinfo.sec.gov
PT Capital Advisors, LLC	Anchorage	$56.9 million	2	6	2	(907) 433-6600	ptcapital.com	adviserinfo.sec.gov

Advisers in Alaska that manage private funds

4 advisers report private funds. The 40 with the most funds.

Adviser	City	State	Private funds	Hedge	Private equity	Venture capital	Real estate	Fund gross assets	AUM	Source
1207 Capital Group, LLC	Juneau	AK	4	3	1	Not listed	Not listed	$162.7 million	$162.7 million	adviserinfo.sec.gov
Latash Investments, LLC	Anchorage	AK	3	Not listed	Not listed	Not listed	1	$58 million	$1.74 billion	adviserinfo.sec.gov
McKinley Alaska Private Investments, LLC	Anchorage	AK	3	Not listed	2	Not listed	Not listed	$206.2 million	$206.2 million	adviserinfo.sec.gov
PT Capital Advisors, LLC	Anchorage	AK	2	Not listed	2	Not listed	Not listed	$56.9 million	$56.9 million	adviserinfo.sec.gov

Newest SEC registrations in Alaska

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

Adviser	City	State	SEC status effective	AUM	Website	Source
Blue Anchor Wealth Advisors, LLC	Ketchikan	AK	September 10, 2026	$144.2 million	blueanchorwealth.com	adviserinfo.sec.gov

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.