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, owner-operated registered investment adviser formed in 2014 and organized as an LLC. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Alpha does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator. The firm was named among Top RIA Firms by FA Magazine and listed as a Top RIA Firm to Watch by investor.com, both in 2020.
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 53Active vs passive
$396M in ETFs
9%
$34.8M
91%
$361M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $51.2M | 990,171 | 12.93% |
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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