Alpha Investment Consulting Group provides pension consulting.
Alpha Investment Consulting Group reports 60 clients. They include 27 pension and profit-sharing plans, 19 charitable organizations, and 14 high-net-worth individuals. Of its assets, 100.0% ($714M across 11 accounts) are managed with discretion. It advised 49 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 23% | 2% |
| Pension and profit-sharing plans | 45% | 78% |
| Charitable organizations | 32% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 14 | $12.2M | 1.7% | $873K |
| Pension and profit-sharing plans | 27 | $559M | 78.4% | $20.7M |
| Charitable organizations | 19 | $142M | 19.9% | $7.47M |
| Total | 60 | $714M | 100% | $11.9M |
- Clients
- 14
- Regulatory AUM
- $12.2M
- AUM share
- 1.7%
- Avg. per client
- $873K
- Clients
- 27
- Regulatory AUM
- $559M
- AUM share
- 78.4%
- Avg. per client
- $20.7M
- Clients
- 19
- Regulatory AUM
- $142M
- AUM share
- 19.9%
- Avg. per client
- $7.47M
Total
- Clients
- 60
- Regulatory AUM
- $714M
- AUM share
- 100%
- Avg. per client
- $11.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 49
- Private funds advised
- 0
Alpha Investment Consulting Group is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Robert Bukowski owns 75% or more of Alpha Investment Consulting Group. The leadership team of Alpha Investment Consulting Group includes Chief Compliance Officer Robert Bukowski. It has 8 employees, 3 of them in advisory roles.
Leadership
- Robert BukowskiSenior Consultant, Chief Compliance Officer and Sole Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Robert John Bukowski
- Anthony Joseph Jones
- Julia C Ramer
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Alpha Investment Consulting Group, LLC
Robert Bukowski
Control person · since May 2013
Alpha Investment Consulting Group’s regulatory assets grew 1.8× from $394M (March 2021) to $714M (March 2026); clients rose from 5 to 60 and employees were 8 in both filings. In 2012, M&i Investment Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $714M | 60 | 8 | 1 |
| March 2025 | $636M | 67 | 8 | 1 |
| March 2024 | $560M | 69 | 8 | 1 |
| March 2023 | $465M | 0 | 8 | 1 |
| March 2022 | $459M | 0 | 8 | 1 |
| March 2021 | $394M | 5 | 8 | 1 |
Firms that joined
20121 joined
- M&i Investment ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Alpha Investment Consulting Group has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 111 East Kilbourn Avenue, Suite 1600, MilwaukeeHQ
Contact and registration details
- Legal name
- Alpha Investment Consulting Group, LLC
- Headquarters
- 111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202
- Website
- alpha-investment.com
- Phone
- 414-319-4100
- SEC file
- 801-66652
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Alpha Investment Consulting Group uses Transamerica Financial Advisors ($351M, 56%), Voya ($193M, 31%) and Fifth Third Bank, National Association ($86.6M, 14%) as custodians for its separately managed accounts. Alpha Investment Consulting Group does not have custody of client assets.
- Transamerica Financial AdvisorsTransamerica Financial Advisors, LLC · St. Petersburg, FL · $351M56%
- Fifth Third Bank, National AssociationFifth Third Bank, National Association · Cincinnati, OH · $86.6M14%
- VoyaVoya Institutional Trust Company · Denver, CO · $193M31%
At year end, Alpha Investment Consulting Group’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Alpha Investment Consulting Group have?
Alpha Investment Consulting Group has 60 clients and manages $714 million for them, as of March 2026. They include 27 pension and profit-sharing plans, 19 charitable organizations, and 14 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Alpha Investment Consulting Group offer?
Alpha Investment Consulting Group provides pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Alpha Investment Consulting Group use?
Alpha Investment Consulting Group’s separately managed account assets are held at Transamerica Financial Advisors, LLC (St. Petersburg, FL), with $351M, Voya Institutional Trust Company (Denver, CO), with $193M and Fifth Third Bank, National Association (Cincinnati, OH), with $86.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Alpha Investment Consulting Group have?
Alpha Investment Consulting Group has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alpha Investment Consulting Group invest in?
At the end of its last fiscal year, Alpha Investment Consulting Group’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alpha Investment Consulting Group?
Alpha Investment Consulting Group’s direct owner is Robert Bukowski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Alpha Investment Consulting Group get paid?
Alpha Investment Consulting Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alpha Investment Consulting Group?
Alpha Investment Consulting Group’s main office is at 111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202. Its phone number is 414-319-4100. Its website is alpha-investment.com.