Alpaca Securities Llc
$91.2M reported client assets across 18 advisory firms in FY2025 annual amendments
Reported client assets over time
$1.8M
$58.0M
2021
2025
Same-firm comparison: 11 firms that reported Alpaca Securities Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2021, 2022, 2023 are shown but partial — only FY2021: 4 cohort firms, FY2022: 5 cohort firms, FY2023: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| W2 B, Inc. | $26.2M | $26.2M | 100.0% | 03/31/2026 |
| Insights Investments Llc | $25.6M | $45.8M | 55.9% | 03/11/2026 |
| Bloom Investment Advisors, Llc | $17.7M | $17.7M | 100.0% | 03/31/2026 |
| Quantbase, Llc | $7.9M | $26.6M | 29.7% | 04/30/2026 |
| Get Moving Inc | $4.1M | $4.1M | 100.3% | 06/04/2026 |
| Streetbeat Llc | $3.7M | $4.9M | 76.6% | 03/30/2026 |
| Da Inv Llc | $1.4M | $28.0M | 5.0% | 03/31/2026 |
| Alphaai Capital Management Llc | $1.3M | $5.2M | 25.6% | 02/23/2026 |
| Eko Investments Inc. | $1.3M | $74.9M | 1.7% | 03/31/2026 |
| Xantos Labs, Llc | $1.1M | $3.3M | 33.9% | 01/14/2026 |
| Investable Wealth Management, Inc. | $362K | $362K | 100.0% | 02/12/2026 |
| Build Whale, Inc. | $252K | $2.5M | 10.0% | 03/30/2026 |
| N | $57.7K | $68.3K | 84.4% | 06/27/2025 |
| Matty Ai Inc. | $36.6K | $39.3K | 93.0% | 03/13/2026 |
| Omen Advisory, Llc | $36.0K | $36.0K | 100.0% | 03/23/2026 |
| Wealthdoor Asset Management Llc | $7.1K | $7.1K | 100.0% | 03/13/2026 |
| Candlestick Advising Technologies Inc. | $1.0K | $40.0K | 2.5% | 03/15/2026 |
| Mary & Pip Investments, Llc | $544 | $544 | 100.0% | 05/04/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.