SourcingSourcing

ALPHA INVESTMENT CONSULTING GROUP, LLC

B54
CRD 139721·SEC 801-66652·MILWAUKEE, WI
AUM
$713.6M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD
139721
SEC file #
801-66652
EIN
—
DBA names
—

Economics

AUM
$713.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$284.6M → $713.6M▲ +151%
Client mix
Pension Profit Sharing Plans27
Charitable Organizations19
Individuals High Net Worth14

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/alpha-investment-consulting-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUKOWSKI, ROBERT, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BUKOWSKI, ROBERT, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:alphaconsulting.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
16
Form 5500 Total Compensation
417,600
Form 5500 Compensation Trajectory 3y
2025350,639
202666,961
Form 5500 Plan Count Trajectory 3y
202514
20262
Schedule C Total Compensation
417,600
Schedule C Service Provider Rows
16

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1005454
Trust Company Affiliate
No

People (3)

3
BUKOWSKI, ROBERT, JOHN
IAR · Direct Owner · 87.5%
1005454
Julia C Ramer
IAR
6772109
ANTHONY JOSEPH JONES
IAR
6045691