Alpha Investment Consulting Group, Llc
- Regulatory AUM
- $714M
- Discretionary
- $714M
- Clients
- 60
- Avg AUM / client
- $11.9M
- Accounts
- 11
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | $12.2M | 1.71% |
| Pension and profit sharing plans | 27 | $559M | 78.4% |
| Charitable organizations | 19 | $142M | 19.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert John Bukowski | Senior Consultant, Chief Compliance Officer And Sole Member | May 2013 (13y) | 75% or more | |
| Julia C Ramer | Registered representative | Jan 2024 (3y) | ||
| Anthony Joseph Jones | Registered representative | CFA | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (17)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wisconsin Education Association Council Professional And Associate Staff Retirement And 401(k) Plan | Wisconsin Education Association Council | 42 | $38.9M | 09/01/2024 |
| Millwright Union Individual Account Retirement Plan | Board Of Trustees Of The Millwright Union Individual Account Retiremen | 1,112 | $47.2M | 06/01/2024 |
| Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan | Jj Keller & Associates, Inc. | 1,681 | $127M | 01/01/2024 |
| The Vollrath Company, Llc Savings & Profit Sharing Plan | The Vollrath Company, Llc | 585 | $120M | 01/01/2024 |
| The Fisher Barton Group Retirement Plan | Fisher Barton Inc. | 508 | $40.0M | 01/01/2024 |
| North Shore Bank Retirement Plan | North Shore Bank | 75 | $37.8M | 01/01/2024 |
| The Tax Savers Plan Of The Vollrath Company Llc Uaw Employees | The Vollrath Company, Llc | 256 | $27.1M | 01/01/2024 |
| Northern Engraving Corporation Salaried Savings Plus Plan | Northern Engraving Corporation | 132 | $26.3M | 01/01/2024 |
| Northern Engraving Corporation Savings Plus Plan | Northern Engraving Corporation | 345 | $9.2M | 01/01/2024 |
| Waupaca Foundry, Inc. Consolidated Retirement Plan | Waupaca Foundry, Inc. | 3,285 | $599M | 01/01/2024 |
| The Vollrath Company Llc Defined Pension Plan For Uaw Employees | The Vollrath Company Llc | 75 | $35.8M | 01/01/2024 |
| Retirement Plan For Employees Of The Polarware Company | The Vollrath Company Llc | 16 | $3.9M | 01/01/2024 |
| Lakeside Manufacturing Retirement Plan | Lakeside Manufacturing, Inc. | 142 | $11.9M | 01/01/2024 |
| Faith Technologies Incorporated 401(k) Retirement Plan | Faith Technologies Incorporated | 3,723 | $378M | 01/01/2024 |
| American Society For Quality Retirement Savings Plan | American Society For Quality Inc. | 132 | $26.9M | 01/01/2024 |
| Felker Brothers Corporation Salaried 401(k) Plan | Felker Brothers Corporation | 149 | $37.2M | 01/01/2024 |
| Axley Brynelson, Llp 401(k) Savings & Profit Sharing Plan | Axley Brynelson, Llp | 114 | $92.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 902 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
- • Fixed fees
Services
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Transamerica Financial Advisors, Inc $351M (49% of AUM) Mar 2026
- Voya Institutional Trust Company $193M (27% of AUM) Mar 2026
- Matrix Trust Company $173M (27% of AUM) Oct 2025
- Bmo Harris Financial Advisors, Inc. $132M (33% of AUM) Mar 2021
- Fifth Third Bank $86.6M (12% of AUM) Mar 2026
- National Financial Services (Fidelity) $14.9M (5% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗