Alpha Financial Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 122545
- Registered since
- May 6, 2014
- Website
- www.alphafa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.81%
- Individuals6.98%
- Pension & Profit Sharing Plans0.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alpha Financial Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2014. The firm focuses on serving individuals and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management approach with fixed-fee arrangements. Alpha does not market itself as an ESG investor, is not a multi-state adviser according to the provided filing, and does not operate as a capital allocator or pension consultant. Two industry recognitions appear on record for the firm from 2020: inclusion on FA Magazine’s Top RIA Firms list and a Top RIA Firms to Watch mention from investor.com.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Ann Marie Reilley
Principal and Chief Executive OfficerCRD 5889714
Contacts
3 of 5
Tyler Weaver
Financial AdvisorCRD 6484772
Henry Barringer
Financial AdvisorCRD 5896660
Cameron Newell
Portfolio ManagerCRD 6367520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$362M in ETFs
8%
$29M
92%
$333M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $43M | 952,081 | 11.85% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 11325 N Community House Rd
- Time zone
- ET (UTC-5)
- Office locations
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