Alternative Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$375,455,606
Clients
1,418
Advisors
10
across 2 offices
About
Alternative Investment Advisors, LLC provides investment advisory services to individuals (including high‑net‑worth clients), as well as institutional and plan clients, through separately managed accounts, financial planning and consulting, ERISA/retirement plan services, third‑party manager referrals, and educational seminars. Like many multi‑team advisers, it delivers portfolio management and planning for individual clients and generally charges asset‑based advisory fees.
The firm deploys customized, primarily discretionary portfolios that start from defined base model allocations (Conservative Allocation, Diversified Balanced, Tactical Growth) and are tailored to client suitability; portfolio holdings commonly include ETFs, options, mutual funds, bonds and alternative investments. AIA uses established custodial relationships (Charles Schwab is identified as its preferred qualified custodian), refers clients to third‑party managers such as City National Rochdale (Pershing custody), leverages the Pontera platform to monitor held‑away assets, and discloses that it currently uses artificial intelligence for operational and administrative tasks rather than for investment selection.
Notable differentiators in the brochure include the firm’s affiliation with a parent entity operating as FirstFlorida Strategies/FFS and its documented promoter and third‑party manager referral arrangements that involve revenue sharing and disclosure to clients. The brochure also highlights operational and compliance specifics that are more detailed than many peers’ disclosures — for example, explicit ERISA/rollover guidance under PTE 2020‑02, procedures for standing letters of authorization and trade errors, and an extensive discussion of digital‑asset, options and structured‑product risks — and it discloses that some IARs maintain separate broker‑dealer or insurance roles that the firm manages through policies and disclosures.
Client services
Expertise
Fee options
Fixed fees ranging typically from $1,000 to $2,500 for Financial Planning & Consulting Services
0.25% to 2.50%, negotiable case-by-case
$250.00 per hour for Financial Planning & Consulting Services
Account minimum: $25,000 Minimum fee: Minimum hourly Financial Planning Fee of $500.00
Main office
See office341 N Maitland Avenue, Suite 132
Maitland FL 32751
Advisors at this office
4
Offices (2)
Most active in
Florida · Iowa · Minnesota · Nebraska · North Carolina · South Dakota · Texas
Also doing business as
Alternative Investment Advisors, LLC · Ffs1 · Florida Financial Strategies · Swenson Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)