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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-2021
- Office Locations
- 1
Office Locations
About Alley Company
Alley Company provides private wealth management for individuals and families and offers an “Alley Company Dividend Portfolio” for advisors and institutions. The firm takes a long-term, quality-equity approach—favoring high-quality companies with strong market power and proven management rather than trading. Portfolios are largely implemented with ETFs, with dedicated investment management and compliance leadership.
Reported data analysis
What the numbers show
Between November 26, 2025 and March 30, 2026, reported AUM increased 7.5%, from $843.7M to $907.2M.
Across 5 reported observations, AUM increased 16.3% between November 4, 2022 and March 30, 2026, from $780.0M to $907.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 170 clients, or 34 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 30, 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
- Platform
- Services
- Technology
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The full Alley Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN JAMES ALLEY
FOUNDER, Investment Advisor, President
- CRD
- #1197753
- Ownership
- Less than 5%
STACY CAROL AMBROSINI
Chief Compliance Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
RONALD JAMES D'ANCONA
Vice President, Investment Management
- CRD
- #7816842
JUSTIN RYAN STENDER
Vice President, Business Development
- CRD
- #3215025
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $907,186,338 | $1,866,639 |
| Non-Discretionary | $0 | -- |
| Total | $907,186,338 | $1,866,639 |
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Separately Managed Accounts
SMA allocation detail is available
Alley Company has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Alley Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.