Alpha Cubed Investments, LLC
CRD 159347SEC# 801-77372Costa Mesa, CA
No longer SEC-registered. Alpha Cubed Investments, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.78B
Employees
29
Accounts
5,128
Location
Costa Mesa, CA
Alpha Cubed Investments, LLC assets under management
Alpha Cubed Investments, LLC is a registered investment adviser overseen by the SEC based in Costa Mesa, CA. It reports $3.8 billion in regulatory assets under management and employs 29 people.
Alpha Cubed Investments, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Neil Kirdahy Control | Chief Compliance Officer | Under 5% | 2025 |
| Christina Marie Conatser Control | Chief Operating Officer | Under 5% | 2025 |
| Darin Albert Simonian | Silent Owner | 5-10% | 2016 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alpha Cubed Investments, LLC manage?
Alpha Cubed Investments, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Alpha Cubed Investments, LLC have?
Alpha Cubed Investments, LLC reports 29 employees.
Where is Alpha Cubed Investments, LLC located?
Alpha Cubed Investments, LLC is based in Costa Mesa, CA.
Does Alpha Cubed Investments, LLC disclose fund performance?
Alpha Cubed Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1124 Bristol St., Costa Mesa, CA 92626 |
| Office hours | 6:30 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$3.78B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$3.78Bregulatory AUM
Discretionary $3.77BNon-discretionary $13.4M