ALTERNATIVE INVESTMENT ADVISORS, LLC

Adviser information for ALTERNATIVE INVESTMENT ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,705 $266.5M
Non-Discretionary 11 $30.0M
Total 2,716 $296.4M

Clients

Type Number RAUM
Individuals 1,186 $201.5M
HNW Individuals 38 $64.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 11 $30.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-117266
SEC ERA File Number 801-117266
SEC CIK Numbers 2009486
SEC CRD Numbers 160108
Legal Entity Identifier None

Principal Office

698 NORTH MAITLAND AVENUE
SUITE 101
MAITLAND
FL
United States
Monday - Friday, 9 AM-5 PM
Tel: 407-261-4242, Fax: (407)-313-9313

Websites

Chief Compliance Officer

THOMAS HOOD
MANAGING MEMBER
698 NORTH MAITLAND AVENUE
SUITE 101
MAITLAND
FL
United States
Tel: 407-261-4242
Fax: (407) 313-9313
(Full email address available in API data)

Regulatory Contact

JEFFREY SKRABAN
MANAGING MEMBER
698 NORTH MAITLAND AVENUE
SUITE 101
MAITLAND
FL
United States
Tel: 407-261-4242
Fax: (407) 313-9313
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HOOD, THOMAS, WILLIAM Individual MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 07/2017 50-75%
SKRABAN, JEFFREY, MICHAEL Individual MANAGING MEMBER 07/2017 50-75%

No. Employees, Historic

2010020192020202120222023202420257 on 7/30/20197 on 3/9/20207 on 3/9/20207 on 5/11/20207 on 6/2/20207 on 6/4/20207 on 8/14/20207 on 10/22/20208 on 3/15/20218 on 1/7/20228 on 3/23/20228 on 12/15/202212 on 2/24/202313 on 3/29/2024

RAUM, Historic

300M150M02019202020212022202320242025108474433 on 7/30/2019141146148 on 3/9/2020141146148 on 3/9/2020141146148 on 5/11/2020141146148 on 6/2/2020141146148 on 6/4/2020141146148 on 8/14/2020141146148 on 10/22/2020183078296 on 3/15/2021183078296 on 1/7/2022246652986 on 3/23/2022246652986 on 12/15/2022216563177 on 2/24/2023296441242 on 3/29/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025633 on 7/30/2019733 on 3/9/2020733 on 3/9/2020733 on 5/11/2020733 on 6/2/2020733 on 6/4/2020733 on 8/14/2020733 on 10/22/2020801 on 3/15/2021801 on 1/7/20221055 on 3/23/20221055 on 12/15/20221216 on 2/24/20231235 on 3/29/2024

Holdings

From latest 13F, filed February 13th, 2024 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
ADVANCED MICRO DEVICES INC COM 2M 21K
ALPHABET INC CAP STK CL A 3M 23K
AMAZON COM INC COM 3M 22K
APPLE INC COM 3M 17K
BERKSHIRE HATHAWAY INC DEL CL B NEW 333K 950
BROADCOM INC COM 3M 4K
DAKTRONICS INC COM 232K 26K
DEERE & CO COM 261K 691
DEVON ENERGY CORP NEW COM 4M 87K
DOXIMITY INC CL A 1M 62K
FREEPORT-MCMORAN INC CL B 2M 61K
HOME DEPOT INC COM 2M 7K
INTERNATIONAL BUSINESS MACHS COM 1M 10K
INVESCO EXCH TRADED FD TR II SR LN ETF 7M 338K
INVESCO QQQ TR UNIT SER 1 371K 1K
ISHARES INC JP MRGN EM HI BD 287K 8K
ISHARES INC CORE MSCI EMKT 2M 41K
ISHARES TR RUSSELL 2000 ETF 2M 12K
ISHARES TR CORE DIV GRWTH 5M 94K
ISHARES TR 10-20 YR TRS ETF 3M 32K
ISHARES TR MBS ETF 1M 15K
ISHARES TR 20 YR TR BD ETF 5M 58K
ISHARES TR EAFE GRWTH ETF 1M 13K
ISHARES TR 1 3 YR TREAS BD 228K 3K
ISHARES TR CORE S&P500 ETF 23M 54K
ISHARES TR EAFE VALUE ETF 5M 112K
ISHARES TR US TREAS BD ETF 307K 14K
ISHARES TR MSCI USA QLT FCT 7M 49K
ISHARES TR CORE US AGGBD ET 7M 73K
ISHARES TR 0-5YR HI YL CP 1M 28K
ISHARES TR CORE TOTAL USD 2M 41K
ISHARES TR JPMORGAN USD EMG 3M 40K
LAM RESEARCH CORP COM 2M 3K
MEDICAL PPTYS TRUST INC COM 2M 293K
MICROSOFT CORP COM 4M 12K
NOKIA CORP SPONSORED ADR 45K 12K
NVIDIA CORPORATION COM 697K 2K
ONEOK INC NEW COM 739K 12K
OTTER TAIL CORP COM 342K 4K
OVINTIV INC COM 8M 162K
PIMCO ETF TR 0-5 HIGH YIELD 5M 55K
PIONEER NAT RES CO COM 9M 38K
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 20K
SPDR S&P 500 ETF TR TR UNIT 503K 1K
SPDR SER TR NUVEEN BLMBRG MU 346K 8K
SPDR SER TR PORTFOLIO SHORT 209K 7K
SSGA ACTIVE ETF TR SPDR TR TACTIC 3M 85K
TESLA INC COM 2M 9K
UNITEDHEALTH GROUP INC COM 2M 5K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 213K 1K
WELLS FARGO CO NEW COM 211K 5K