Fee-OnlyFinder

Alpha Dna Investment Management

% of assets managed in Columbia, MD

SEC registeredNo commissions reported

Call (443) 288-6444Send a messageMap ↗

Public-record details

Address
8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045
Phone
(443) 288-6444
Listed under
% of assets managed
Legal name
Alpha Dna Investment Management LLC
CRD number
288198
Registration
SEC registered since 2020-09-14
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Regulatory assets under management
$194.7 million
Accounts managed
655
Clients reported (Form ADV 5.D)
28
Individual / high-net-worth clients
8 / 11
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-19

SEC registered investment adviser, CRD 288198, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Columbia

Baltimore-Washington Financial Advisors10960 Grantchester Way, Suite 110 · Columbia, MD 21044 · (410) 461-3900 · Financial planningCRD 159388 · % of assets, Other · $3.0 billion AUMSEC registeredNo commissions reportedGlr Partners8820 Columbia 100 Parkway, Suite 230 · Columbia, MD 21045 · (410) 446-9094 · Financial planningCRD 334902 · % of assets, Fixed fees · $260.7 million AUMSEC registeredNo commissions reportedNorthstar Wealth Management, INC.8600 Snowden River Parkway, Suite 208 · Columbia, MD 21045 · (410) 379-2005 · Financial planningCRD 137062 · % of assets · $36.6 million AUMState registeredNo commissions reportedPointer Financial Advisors LLC10500 Little Patuxent Parkway, Suite 460 · Columbia, MD 21044 · (301) 804-0250 · Financial planningCRD 326745 · % of assets · $176.4 million AUMSEC registeredNo commissions reportedPrimas Financial Planning10490 Little Patuxent Pkwy, Suite 600 · Columbia, MD 21044 · (443) 842-6933 · Financial planningCRD 322841 · Hourly charges, Fixed feesState registeredNo commissions reportedTribridge Partners Financial LLC6721 Columbia Gateway Drive, Suite 100 · Columbia, MD 21046 · (240) 422-8799 · Financial planningCRD 326489 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedWealthy & Wise Family Office10320 Little Patuxent Pkwy., Suite 930 · Columbia, MD 21044 · (410) 469-9532 · Financial planningCRD 120278 · % of assets, Hourly charges, Fixed fees · $63.1 million AUMState registeredNo commissions reportedWhite Oak Wealth Management8840 Stanford Boulevard, Suite 4000 · Columbia, MD 21045 · (443) 741-9101 · Hourly feesCRD 299021 · % of assets, Hourly charges · $124.2 million AUMSEC registeredNo commissions reported

All 10 in Columbia →