Ales29 Advisors, Inc
- Regulatory AUM
- $39.8M
- Discretionary
- $39.8M
- Clients
- 7
- Avg AUM / client
- $5.7M
- Accounts
- 16
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $35.0K | 0.09% |
| High net worth individuals | 6 | $39.7M | 99.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Bancorp, Inc. Of Martins Ferry, Ohio Employees' Pension Plan United Bancorp, Inc. | 2024 | |
| Bond, Schoeneck & King Pllc 401 K Savings Plan Bond, Schoeneck & King Pllc | 2024 | |
| Avox Systems Retirement Savings Plan Avox Systems, Inc. | 2024 | |
| Mcalpin Industries, Inc. Employees' Savings And Profit Sharing Plan Mcalpin Industries, Inc. | 2024 | |
| Starbridge Services, Inc. 403(b) Plan Starbridge Services, Inc. | 2024 | |
| Avox Systems Union Pension Plan Avox Systems Inc. | Lancaster, NY | 2024 |
| St. Ann's Home For The Aged Pension Plan St. Ann's Home For The Aged | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Bonivento Dirnfeld | Registered representative | Nov 2025 (1y) |
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.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Bancorp, Inc. Of Martins Ferry, Ohio Employees' Pension Plan | United Bancorp, Inc. | 87 | $9.9M | 01/01/2024 |
| Bond, Schoeneck & King Pllc 401 K Savings Plan | Bond, Schoeneck & King Pllc | 520 | $214M | 01/01/2024 |
| Avox Systems Retirement Savings Plan | Avox Systems, Inc. | 153 | $4.9M | 01/01/2024 |
| Mcalpin Industries, Inc. Employees' Savings And Profit Sharing Plan | Mcalpin Industries, Inc. | 160 | $13.6M | 01/01/2024 |
| Starbridge Services, Inc. 403(b) Plan | Starbridge Services, Inc. | 600 | $5.2M | 01/01/2024 |
| Avox Systems Union Pension Plan | Avox Systems Inc. | 0 | $259K | 01/01/2024 |
| St. Ann's Home For The Aged Pension Plan | St. Ann's Home For The Aged | 143 | $38.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 993 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $39.8M (100% of AUM) Mar 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: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗