Alternity Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alternity Investment Advisors is a solo registered adviser that serves individuals (including high‑net‑worth clients), business owners, pensions, endowments and non‑profits, advising roughly $8.09 million across about 25 client relationships. The firm offers investment supervisory services, limited‑scope retirement planning at no additional cost to existing clients, and may refer clients to third‑party money managers.
The adviser employs a primarily non‑discretionary model and does not accept trading discretion or proxy‑voting authority, so clients retain implementation control and receive custodian statements (Charles Schwab is the primary custodian). Investment work is oriented to long‑term strategies and draws on charting, fundamental, technical and cyclical analysis, and the firm may direct clients to third‑party managers or negotiate performance‑based arrangements for accredited investors.
Noteworthy for a small independent adviser, the principal also operates a mortgage brokerage and an insurance agency and is licensed as a mortgage loan originator and insurance producer, activities that may result in the offering of commissionable mortgage or insurance products to clients and are disclosed as potential conflicts. Compared with many peers, AIA’s combination of primarily non‑discretionary assets, affiliations with real‑estate/insurance businesses, and provision of free limited retirement planning is statistically uncommon among independent solo advisers.
Client services
Expertise
Fee options
$1 - $250,000: 1.00% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% Above $1,000,000+: 1.00%
Performance-based fees may be charged by third party money managers to accredited investors; AIA may receive a share of these fees.
Main office
2901 W. Coast Highway, Suite 200
Newport Beach CA 92663
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Alternity Investment Advisors · Alternity Investment Advisors, LLC · Alternity Investments · Alternity Investments, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ajay K
Series 65
Newport Beach, CA
Alternity Investment Advisors
Ajay Khatri is a financial advisor at Alternity Investment Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including North Capital Mortgage and American Heritage Lending. In addition to his advisory role, Khatri is an independent mortgage broker and real estate salesperson, activities through which he receives commissions. Alternity Investment Advisors serves individuals, business owners, pensions, endowments, and non-profits, managing approximately $8.09 million across about 25 client relationships. The firm employs a primarily non-discretionary investment approach focused on long-term strategies and provides limited-scope retirement planning at no additional cost to existing clients.
Avinash M
Newport Beach, CA
Alternity Investment Advisors
Avinash Mirchandani is the sole advisor at Alternity Investment Advisors with 11 years of industry experience. He has been with Alternity Investments since 2015 and also owns Accountax Solutions, where he provides tax preparation and bookkeeping services as an Enrolled Agent. Alternity Investment Advisors is an independent firm serving individuals, business owners, pensions, endowments, and nonprofits. The firm focuses on long-term investing and combines charting, fundamental, technical, and cyclical analysis to develop portfolio recommendations, which are implemented on a primarily non-discretionary basis to allow clients to maintain trading authority.
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