Alternative Strategies Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$74,235,993
Clients
687
10% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
687
Very HighAverage account size
$108,058
About
Alternative Strategies Group serves individual and high‑net‑worth clients with discretionary investment management, confidential financial planning, and consulting. The firm also provides ERISA 3(21) fiduciary support to qualified retirement plans in addition to coordinating with other professionals as needed.
The firm structures advice around client‑specific investment policy statements and risk‑tolerance assessments and applies fundamental, technical, and cyclical analysis to select and monitor holdings, generally exercising discretionary trading authority with at least quarterly account reviews. Financial plans are delivered on a fixed‑fee basis within defined timelines and may include cash‑flow, tax, insurance, and estate considerations.
Distinctive features include a substantially larger client roster relative to the firm’s size — several hundred client relationships alongside roughly $74 million in discretionary assets, which results in an unusually high client load per advisor compared with peers. The firm also maintains a licensed insurance activity (limited in time) that can generate commission income and discloses that potential conflict, and it has expanded to offer formal ERISA 3(21) plan services.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
General tax planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $500,000: 1.50% annually $500,001 - $999,999: 1.25% annually $1,000,000+: 1.00% annually
Insurance commissions and trail fees received by the advisor's owner as a licensed insurance agent.
Fee-only: Negotiable fixed fee for financial planning with a maximum of $1,000.
Main office location
Alternative Strategies Group, Inc.
196 E. 6 Th Street, Suite 102
Sioux Falls SD 57104, United States
Number of offices
1
Most active in
Alternative Strategies Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Iowa · Minnesota · Nebraska · South Dakota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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