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- Custodian
- Apex
- Clients
- Retail
- Platforms
- AtlasCatalyst value +more
- Established Date
- 03-27-2014
- Office Locations
- 42
Office Locations
About Ally Invest Advisors
Ally Invest Advisors provides retail investors and retirement savers with a full menu of investing options: goal-based robo portfolios (from $100, optional 0.30%/yr), self-directed trading in stocks, bonds and ETFs with $0 to start and no commissions on most U.S.-listed securities, and a higher-balance personal advice program with a dedicated advisor and blended fees capped at 0.85%/yr. Integrated with Ally Bank for a single view and one login.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Gerald Krager
Chief Compliance Officer
- CRD
- #2943927
- Ownership
- Less than 5%
Alex Michael Martin
Chief Financial Officer, Financial Operations Principal
- CRD
- #5639666
- Ownership
- Less than 5%
Atlas capital
Beacon radial
- CRD
- #55433
- Ownership
- 12.3%
Showing 2 of 4 owners & executives
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Jonathan Ament
--
- CRD
- #5227070
Evan Armstrong
--
- CRD
- #7838341
Crest foundation
Insight optima
- CRD
- #69264
Showing 2 of 90 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,726,325,664 | $21,705 |
| Non-Discretionary | $0 | -- |
| Total | $1,726,325,664 | $21,705 |
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Separately Managed Accounts
Total SMA Asset: $1,726,325,664
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,775,914,714 | 64.6% |
| Cash | $1,521,166,886 | 35.4% |
| Total | $4,297,081,600 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION MOMENTUM ATLAS | PATHWAY HARBOR | 9YB8NPMBX | KXXL | 9.48% | $103,710,162 |
| FUSION FRONTIER PRIME | SIGNAL ALPHA | M5T6Q2PF5 | BODC | 9.64% | $110,302,097 |
| RIDGE PATHWAY QUANTUM | ATLAS INSIGHT | AGYJXVGWO | AQHE | 9.29% | $118,216,878 |
| LEGACY SIGNAL EAGLE | VERTEX MOMENTUM | 2WZQV4E1B | EVBN | 7.60% | $31,264,861 |
| TIMBER DELTA CREST | BEACON PATHWAY | QTNLGYNAI | JRT | 7.64% | $9,338,902 |
| PATHWAY CAPITAL | INSIGHT HORIZON | LOI2SDQSS | WZQGW | 10.78% | $106,830,884 |
| SIGNAL WAVE WAVE | CATALYST HARBOR | A61HXOGGO | YHUQ | 7.54% | $93,080,065 |
| MOMENTUM PEAK CATALYST | FOCUS MOMENTUM | F2UOWODVU | LUG | 8.42% | $7,665,916 |