AUMdb

Halal Alpha Inc.

State-registered Investment Adviser · Boutique (under $100M) CRD 335111 · · www.linkedin.com
☆ Save with Pro ADV data as of May 02, 2025
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Rakaan Bashar Kayali Registered representative CFA May 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/02/2025 981 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
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Security ratings or pricing services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 02, 2025.

View current Form ADV (SEC/IAPD) ↗