ALPHA ADVISORS, LLC

RIASEC Registered

Total AUM

$31.8M

Discretionary

$31.8M

100% of AUM

Avg account

$235K

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: LAKELAND, Florida
CRD number: 138848
Website: alpha-vc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.72%
Individuals40.92%
Pension & Profit Sharing Plans1.02%
Charitable Organizations0.93%
Corporations / Businesses0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alpha Advisors, LLC is an independently owned limited liability company that provides advisory services to both individual/family and institutional clients. The firm functions as a capital allocator and offers a mix of financial planning and discretionary portfolio management across individuals, small businesses, and larger business or institutional accounts. Part of its service set includes selecting third‑party advisers and managers on behalf of clients. Alpha Advisors bills through a combination of AUM‑based fees plus hourly and fixed fees. The firm does not position itself as an active ESG investor.