Bank / Wealth / TrustRIA · CRD 160108SEC-Registered

Updated:

Alternative Investment Advisors

Alternative Investment Advisors is an SEC-registered investment adviser in Maitland, FL, registered since 2019. The firm manages $386 million in assets, with...

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Alternative Investment Advisors

Alternative Investment Advisors is an SEC-registered investment adviser in Maitland, FL, registered since 2019. The firm manages $386 million in assets, with $375 million on a discretionary basis. It has 15 employees and 11 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

Location

Region

North America

Country

United States

City

Maitland

Corporate office

Sioux Falls, SD, United States

Frequently asked questions

Why is the firm based in Sioux Falls, South Dakota?

South Dakota has been the leading US trust jurisdiction for over a decade because it offers perpetual trusts (no rule against perpetuities), charging-order protection for LLC interests, no state income tax on trust assets, and quiet-trust statutes that seal trust records from public view. Sioux Falls has developed a concentrated ecosystem of trust companies serving out-of-state families who use South Dakota trusts to hold alternative assets like private equity stakes, hedge fund interests, and real estate.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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