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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

ALPHA INVESTMENT CONSULTING GROUP, LLC

CRD 139721

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e180bd15-5479-f3cd-d3a2-73fa03a9c61d

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Mar 22, 2012 to Mar 25, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Alpha Investment Consulting Group

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.02 fund_share=0.0 institutional_share=0.98 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $714MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $714M
Private client RAUM: $12.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $238Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 11
High net worth clients: 14
SEC number: 801-66652
CRD: 139721
Filings on the tape: 20
First filed: Mar 22, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Julia C Ramer	n/a	MILWAUKEE, WI	2	11	n/a	no
ROBERT JOHN BUKOWSKI	n/a	MILWAUKEE, WI	1	45	n/a	no
ANTHONY JOSEPH JONES	Chartered Financial Analyst	MILWAUKEE, WI	0	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUKOWSKI, ROBERT, JOHN	SENIOR CONSULTANT, CHIEF COMPLIANCE OFFICER AND SOLE MEMBER	E	yes	05/2013	Mar 22, 2012	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$714M	$714M	8	3	0	n/a	n/a
2024	Mar 17, 2025	$636M	$636M	8	4	0	n/a	n/a
2023	Mar 21, 2024	$560M	$560M	8	4	0	n/a	n/a
2022	Mar 24, 2023	$465M	$465M	8	4	0	n/a	n/a
2021	Mar 22, 2022	$459M	$459M	8	4	0	n/a	n/a
2020	Mar 25, 2021	$394M	$394M	8	4	0	n/a	n/a
2019	Mar 30, 2020	$355M	$355M	8	4	0	n/a	n/a
2018	Mar 28, 2019	$285M	$285M	9	4	0	n/a	n/a
2017	Mar 28, 2018	$296M	$296M	9	4	0	n/a	n/a
2016	Mar 28, 2017	$78.3M	$78.3M	9	3	n/a	n/a	n/a
2015	Mar 29, 2016	$9.3M	$0	9	3	n/a	n/a	n/a
2014	Mar 10, 2015	$7.3M	$0	9	3	n/a	n/a	n/a
2013	Feb 6, 2014	$4.9M	$0	9	3	n/a	n/a	n/a
2012	Mar 25, 2013	n/a	n/a	9	3	n/a	n/a	n/a
2011	Mar 22, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$714M	$636M	12.2%	$465M	15.3%	8	8	0	0

Relationships

Registered with (4)

← ANTHONY JOSEPH JONESAdvisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← ROBERT JOHN BUKOWSKIAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← Julia C RamerAdvisorregistration: current employment
Jan 26, 2024 to presentfactForm ADV
← MICHAEL JAMES DRISCOLLAdvisorregistration: previous registration
Aug 21, 2006 to Mar 3, 2008factForm ADV

Controls (1)

← BUKOWSKI, ROBERT, JOHNOwnerSENIOR CONSULTANT, CHIEF COMPLIANCE OFFICER AND SOLE MEMBER, ownership code E, individual
Mar 22, 2012 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 28, 2018
Regulatory AUM changed
Alpha Investment Consulting Group, Llc reported RAUM $296.0M, up 278% from $78.3M (2017-03-28 to 2018-03-28)
Form ADVobserved 6 days ago
$218M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e180bd15-5479-f3cd-d3a2-73fa03a9c61d
First observed: Mar 22, 2012
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALPHA INVESTMENT CONSULTING GROUP, LLC

CRD 139721

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e180bd15-5479-f3cd-d3a2-73fa03a9c61d

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Julia C Ramer

n/a

MILWAUKEE, WI

n/a

ROBERT JOHN BUKOWSKI

n/a

MILWAUKEE, WI

n/a

ANTHONY JOSEPH JONES

Chartered Financial Analyst

MILWAUKEE, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUKOWSKI, ROBERT, JOHN

SENIOR CONSULTANT, CHIEF COMPLIANCE OFFICER AND SOLE MEMBER

yes

05/2013

Mar 22, 2012

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$714M

n/a

2024

Mar 17, 2025

$636M

n/a

2023

Mar 21, 2024

$560M

n/a

2022

Mar 24, 2023

$465M

n/a

2021

Mar 22, 2022

$459M

n/a

2020

Mar 25, 2021

$394M

n/a

2019

Mar 30, 2020

$355M

n/a

2018

Mar 28, 2019

$285M

n/a

2017

Mar 28, 2018

$296M

n/a

2016

Mar 28, 2017

$78.3M

n/a

2015

Mar 29, 2016

$9.3M

n/a

2014

Mar 10, 2015

$7.3M

n/a

2013

Feb 6, 2014

$4.9M

n/a

2012

Mar 25, 2013

n/a

2011

Mar 22, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$714M

$636M

12.2%

$465M

15.3%