Alexander Advisory Services, LLC

Alexander Advisory Services, LLC is a registered investment adviser that provides discretionary asset management and portfolio management to primarily individual clients, managing about $10.3 million across roughly 179 client accounts. The firm also accepts charitable organizations and corporate or business clients in addition to individuals and does not sponsor wrap-fee programs.

Portfolios are built using fundamental analysis and are tailored to each client’s stated goals, time horizon, and risk tolerance; the adviser generally operates with discretionary trading authority, conducts quarterly reviews, and looks for rebalancing and tax‑loss harvesting opportunities when appropriate. Custodial execution and reporting are provided through a designated custodian (Charles Schwab), clients receive quarterly statements, and the firm generally does not vote proxies on client securities.

What is distinctive is the firm’s acceptance of charitable and corporate clients—client types that are relatively uncommon among independent advisers of this size—and the principal’s substantial outside insurance practice, which the brochure discloses as an additional revenue source with conflict‑mitigation procedures and client disclosure. Operationally, the firm manages accounts separately (does not aggregate trades), requires discretionary authority to implement strategies, and discloses its policies on soft-dollar benefits and best‑execution considerations.