Alhambra Investment Management Llc
- Regulatory AUM
- $320M
- Discretionary
- $249M
- Clients
- 202
- Avg AUM / client
- $1.6M
- Accounts
- 533
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $49.3M | 15.4% |
| High net worth individuals | 77 | $258M | 80.4% |
| Charitable organizations | Fewer than 5 clients | $7.8M | 2.44% |
| Corporations and other businesses | Fewer than 5 clients | $5.4M | 1.7% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Youngblood Calhoun | Chief Executive Officer | Jun 2006 (20y) | Less than 5% | |
| Juan Marcelo Perez | Chief Compliance Officer/Chief Operating Officer | Sep 2007 (19y) | Less than 5% | |
| Casariego, Orlando, J. | Owner And Manager | Mar 2011 (15y) | GP / trustee / elected manager of Alhambra Investment Partners Llc (indirect) | |
| Douglas Reade Terry | Owner And Manager | CFA | Mar 2011 (15y) | GP / trustee / elected manager of Alhambra Investment Partners Llc (indirect) |
| Margarita Victoria Fernandez | Registered representative | Oct 2013 (13y) | ||
| Stephen Mervin Brennan | Registered representative | Mar 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alhambra Investment Partners Llc | Owner And Managing Member | Mar 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 934 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $141M (44% of AUM) Jun 2026
- Charles Schwab & Co. $134M (42% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗