SEC Form ADV, by state
The largest investment adviser firms in Alaska
The current SEC Form ADV data lists 9 investment adviser firms headquartered in Alaska, of which 1 (11.1%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | ANCHORAGE | $4.4B | % of AUMfixed | none reported |
| LATASH INVESTMENTS, LLC | ANCHORAGE | $1.7B | % of AUMfixed | none reported |
| ALASKA WEALTH ADVISORS | ANCHORAGE | $1.2B | % of AUMhourlyfixed | none reported |
| BRIGHT ROAD WEALTH MANAGEMENT, LLC | ANCHORAGE | $443M | % of AUMhourlyfixed | none reported |
| ARBOR CAPITAL MANAGEMENT INC | ANCHORAGE | $372M | % of AUMhourly | yes, reported |
| HEISTEN WRENN PRIVATE WEALTH, LLC | ANCHORAGE | $232M | % of AUMhourlyfixed | none reported |
| MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC | ANCHORAGE | $206M | % of AUMperformance | none reported |
| 1207 CAPITAL GROUP, LLC | JUNEAU | $163M | % of AUMperformance | none reported |
| PT CAPITAL ADVISORS, LLC | ANCHORAGE | $57M | % of AUMperformance | none reported |
Source: SEC Form ADV monthly data, firms reporting a Alaskaheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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