ALPHA ADVISORS, LLC

Overview

Alpha Advisors, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and small businesses. Formed in 2018 and held by an individual owner, the firm structures client relationships under a mix of percentage-of-AUM and fixed-fee arrangements. Their stated allocation preference is equities, and their activity profile shows a focus on liquid, exchange-listed instruments rather than structured or private alternative strategies. Alpha Advisors does not identify as an active ESG investor and is not positioned as a capital allocator to third-party alternative managers. Client work centers on tailored planning and ongoing portfolio oversight. Because nearly all client assets are managed on a discretionary basis, the firm appears to operate with a centralized investment decision process, implementing model or customized portfolios that emphasize tradable equity exposures alongside mutual fund sleeve(s) where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices