CRD: 138537
Alhambra Investment Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2006
- Office Locations
- 4
Office Locations
About Alhambra Investment Management LLC
Alhambra Investment Management provides asset management and ongoing financial planning built on a research-driven asset allocation process focused on global risk analysis and safeguarding against major losses. Portfolios are customized using inputs from the planning process. The firm publishes regular market research and commentary through Alhambra Partners, giving distribution teams visibility into its macro/risk framework. Serves retail and institutional clients.
Reported data analysis
What the numbers show
Between July 11, 2025 and June 24, 2026, reported AUM increased 14.9%, from $278.6M to $320.2M.
Across 5 reported observations, AUM increased 24.3% between March 22, 2022 and June 24, 2026, from $257.6M to $320.2M.
Of the latest reported AUM, 77.9% is discretionary and 22.1% is non-discretionary.
The firm reports 5 advisory representatives and 202 clients, or 40.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 4 reported office locations and 20 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOSEPH YOUNGBLOOD CALHOUN III
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2176684
- Ownership
- Less than 5%
JUAN MARCELO PEREZ
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5371140
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEPHEN MERVIN BRENNAN
Vice President
- CRD
- #2546229
MARGARITA VICTORIA FERNANDEZ
Registered Representative
- CRD
- #2588043
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,256,075 | $513,930 |
| Non-Discretionary | $70,911,006 | $1,477,313 |
| Total | $320,167,081 | $600,689 |
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Separately Managed Accounts
SMA allocation detail is available
Alhambra Investment Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Alhambra Investment Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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