Alternative Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Alternative Investment Advisors reports 1,424 clients. They include 1,349 individual clients, 69 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 97.3% ($375M across 2,811 accounts) are managed with discretion; $10.4M across 6 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 65% |
| High-net-worth individuals | 5% | 32% |
| Pension and profit-sharing plans | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,349 | $251M | 65.0% | $186K |
| High-net-worth individuals | 69 | $125M | 32.3% | $1.81M |
| Pension and profit-sharing plans | 6 | $10.4M | 2.7% | $1.74M |
| Total | 1,424 | $386M | 100% | $271K |
- Clients
- 1,349
- Regulatory AUM
- $251M
- AUM share
- 65.0%
- Avg. per client
- $186K
- Clients
- 69
- Regulatory AUM
- $125M
- AUM share
- 32.3%
- Avg. per client
- $1.81M
- Clients
- 6
- Regulatory AUM
- $10.4M
- AUM share
- 2.7%
- Avg. per client
- $1.74M
Total
- Clients
- 1,424
- Regulatory AUM
- $386M
- AUM share
- 100%
- Avg. per client
- $271K
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Alternative Investment Advisors charges 0.25%–2.50% a year for its Separately Managed Account Program Services. The fee is billed in advance, is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Billed at $250 an hour with a $500 minimum, or as a fixed fee typically ranging from $1,000 to $2,500.
Jeffrey Skraban owns 50% to 75% of Alternative Investment Advisors. The leadership team of Alternative Investment Advisors includes Chief Compliance Officer Thomas Hood. It has 15 employees, 11 of them in advisory roles.
Staff
- 15 employees
- 11 in advisory functions
- 11 state-registered reps
- 2 broker-dealer reps
- 5 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Alternative Investment Advisors, LLC
Jeffrey Skraban
Control person · since July 2017
- Owns 25% to 50% of Alternative Investment Advisors, LLC
Thomas Hood
Control person · since July 2017
Alternative Investment Advisors’ regulatory assets grew 2.1× from $183M (March 2021) to $386M (March 2026); clients rose from 801 to 1,424 and employees from 8 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $386M | 1,424 | 15 | 2 |
| Mar 2025March 2025 | $341M | 1,342 | 12 | 2 |
| Mar 2024March 2024 | $296M | 1,235 | 13 | 2 |
| Feb 2023February 2023 | $217M | 1,216 | 12 | 2 |
| Mar 2022March 2022 | $247M | 1,055 | 8 | 2 |
| Mar 2021March 2021 | $183M | 801 | 8 | 2 |
Besides its headquarters, Alternative Investment Advisors has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 341 N Maitland Avenue, Suite 132, MaitlandHQ
South Dakota · 1 listed address
- 5002 S Broadband Lane, Sioux Falls
Other business names
Alternative Investment Advisors has reported 2 other business names to the SEC.
- Florida Financial Strategies
- Swenson Wealth Management
Contact and registration details
- Legal name
- Alternative Investment Advisors, LLC
- Headquarters
- 341 N Maitland Avenue, Suite 132, Maitland, FL 32751
- Website
- ffs1.com
- Phone
- 407-261-4242
- SEC file
- 801-117266
- Structure
- Florida LLC
- Fiscal year end
- December
Alternative Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($375M). Alternative Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $375M100%
At year end, Alternative Investment Advisors’ separately managed accounts were mostly in funds (83%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $263M across 78 positions; the largest are iShares TR (58.3%), Blackrock ETF Trust II (5.1%) and Blackrock ETF Trust (3.8%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds83%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Alternative Investment Advisors have?
Alternative Investment Advisors has 1,424 clients and manages $386 million for them, as of March 2026. They include 1,349 individual clients, 69 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Alternative Investment Advisors offer?
Alternative Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Alternative Investment Advisors charge?
Alternative Investment Advisors charges 0.25%–2.50% a year for its Separately Managed Account Program Services. The fee is billed in advance, is negotiable and requires an account of at least $25,000.
Which custodians does Alternative Investment Advisors use?
Alternative Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $375M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Alternative Investment Advisors have?
Alternative Investment Advisors has 11 investment adviser representatives registered with state securities authorities, out of 15 employees, and 11 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 5 employees are 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 Alternative Investment Advisors invest in?
At the end of its last fiscal year, Alternative Investment Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Alternative Investment Advisors have a minimum investment?
Yes, Alternative Investment Advisors’ minimum account size for its Separately Managed Account Program Services is $25K.
Who owns Alternative Investment Advisors?
Alternative Investment Advisors’ direct owners are Thomas Hood (25% to 50%) and Jeffrey Skraban (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Alternative Investment Advisors get paid?
Alternative Investment Advisors is paid through a percentage of assets under management, hourly charges 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 Alternative Investment Advisors?
Alternative Investment Advisors’ main office is at 341 N Maitland Avenue, Suite 132, Maitland, FL 32751. Its phone number is 407-261-4242. Its website is ffs1.com.