Investment adviser · CRD 306644

ALIGNMENT FINANCIAL GROUP

Investment adviser filing (IA)

ALIGNMENT FINANCIAL GROUP, LLC

· Form ADV filed Mar 25, 2026

Regulatory AUM
$77.6M
Form ADV · Item 5.F
Client accounts
110
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals16$73,000,00094.1%
Individuals11$3,000,0003.9%
Pooled investment vehicles1$1,600,0002.1%
Retirement plans34$00.0%
Filing source

Form ADV 2069037 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALIGNMENT DIGITAL CURRENCY FUND, LPHedge Fund · Last reported Mar 25, 2026$1.6MGross asset value
Auditor MICHAEL COGLIANESE, CPA P.C. BLOOMINGDALE, Illinois, United States
Custodian FALCONX DELTA, INC. SAN MATEO, California, United States Related to adviser: No
Custodian VELOCITY CLEARING, LLC HAZLET, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MICHAEL COGLIANESE, CPA P.C.
PCAOB 3874

VELOCITY CLEARING, LLC
SEC 8-65894

Fund details & source
Fund ID
805-3420478640
Reported beneficial owners
18
Minimum commitment
$250K

Form ADV 2069037 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

CRD 306644

Filing source

Form ADV 2069037 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.