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AlphaQ Advisors

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Client assets under management

$90,555,691

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Clients

86

26% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

43

Typical

Average account size

$1,052,973

About

AlphaQ Advisors provides discretionary and non‑discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, and business clients. A sizable portion of the firm's practice concentrates on retirement, estate and trust planning and divorce‑related planning, and the firm also offers sub‑advisory services to other investment advisers.

The firm tailors strategies using in‑house model portfolios and third‑party money managers, monitoring and rebalancing accounts on an ongoing basis; clients who engage portfolio management typically receive complementary financial planning. Its investment methods range from modern portfolio theory and fundamental analysis to technical/charting approaches, and the firm may employ active techniques such as option writing, short‑term trading, and use of leveraged or inverse ETFs where suitable.

Compared with many peers, AlphaQ discloses the capability to advise on and invest in digital assets and a broad set of complex instruments, which introduces additional custody and regulatory considerations. The firm operates under an affiliated ownership structure, adheres to the CFA Institute Code of Ethics, and routinely recommends institutional custodians (Schwab and LPL), which shapes its execution, research access, and technology support.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Divorce financial planning Options & derivatives strategies

Fee options

Percentage

$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.45% Above $50,000,000+: Negotiable

Project-based

$250 - $1,000 per hour, negotiable depending on scope and complexity

Other

Account minimum: No stated minimum (firm states they do not require a minimum but may terminate accounts deemed too small to effectively manage)

Main office location

AlphaQ Advisors

941 W. Morse Blvd., Suite 100

Winter Park FL 32789, United States

Number of offices

2

Most active in

More info

Florida · New Jersey · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

407-982-4550

Advisors at this firm

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user avatar

Syed R

Series 65

Winter Park, FL

AlphaQ Advisors

Syed Rizvi is a financial advisor at AlphaQ Advisors with 19 years of industry experience. He holds a Series 65 designation and has worked at AlphaQ Advisors since 2006. In addition to his advisory role, he serves as an advisor and venture partner for Loyal Venture Advisors, where he consults on business strategy for early-stage private companies. AlphaQ Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm focuses on retirement, estate, trust, and divorce-related planning and offers sub-advisory services, utilizing a range of investment approaches including modern portfolio theory, fundamental analysis, and active techniques such as option writing and short-term trading.

Retirement income strategy Divorce financial planning Options & derivatives strategies
user avatar

Peter M

Series 63, Series 65

Winter Park, FL

AlphaQ Advisors

Peter Mataras is a financial advisor with AlphaQ Advisors in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with AlphaQ Advisors since 2008. AlphaQ Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm focuses on retirement, estate, trust, and divorce-related planning, offering tailored strategies through in-house model portfolios and third-party managers, and includes sub-advisory services to other advisers.

Retirement income strategy Divorce financial planning Options & derivatives strategies
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