A complete list of active advisors currently associated with Alternative Investment Advisors, LLC
Warmer can help you find a great advisor at Alternative Investment Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Alternative Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Alternative Investment Advisors, LLC's office locations.
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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.
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