AlphaQ Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,555,691
Clients
86
Advisors
2
of 2 employees
About
AlphaQ Advisors provides discretionary and non‑discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, and business clients. A sizable portion of the firm's practice concentrates on retirement, estate and trust planning and divorce‑related planning, and the firm also offers sub‑advisory services to other investment advisers.
The firm tailors strategies using in‑house model portfolios and third‑party money managers, monitoring and rebalancing accounts on an ongoing basis; clients who engage portfolio management typically receive complementary financial planning. Its investment methods range from modern portfolio theory and fundamental analysis to technical/charting approaches, and the firm may employ active techniques such as option writing, short‑term trading, and use of leveraged or inverse ETFs where suitable.
Compared with many peers, AlphaQ discloses the capability to advise on and invest in digital assets and a broad set of complex instruments, which introduces additional custody and regulatory considerations. The firm operates under an affiliated ownership structure, adheres to the CFA Institute Code of Ethics, and routinely recommends institutional custodians (Schwab and LPL), which shapes its execution, research access, and technology support.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.45% Above $50,000,000+: Negotiable
$250 - $1,000 per hour, negotiable depending on scope and complexity
Account minimum: No stated minimum (firm states they do not require a minimum but may terminate accounts deemed too small to effectively manage)
Main office
941 W. Morse Blvd., Suite 100
Winter Park FL 32789
Advisors at this office
2
Most active in
Florida · New Jersey · Texas
Also doing business as
Alphagen Asset Management, LLC · Alphaq Advisors · Alphaq Advisors LLC · Haven Private
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Syed R
Series 65
Winter Park, FL
AlphaQ Advisors
Syed Rizvi is a financial advisor at AlphaQ Advisors with 20 years of industry experience. He holds a Series 65 designation and has worked at AlphaQ Advisors since 2006 and Loyal Venture Advisors Inc. since 2024. In addition to his advisory role, he serves as an advisor and venture partner consulting on business strategy for early-stage private companies. AlphaQ Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm focuses on retirement, estate, trust, and divorce-related planning, employing a range of investment techniques and offering sub-advisory services to other advisers.
Peter M
Series 63, Series 65
Winter Park, FL
AlphaQ Advisors
Peter Mataras is a financial advisor with AlphaQ Advisors in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with AlphaQ Advisors since 2008. AlphaQ Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm focuses on retirement, estate, trust, and divorce-related planning, offering tailored strategies through in-house model portfolios and third-party managers, and includes sub-advisory services to other advisers.
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