ALPHA FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 306639
- Registered since
- January 2, 2020
- Website
- www.alphaky.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.61%
- Pension & Profit Sharing Plans25.05%
- Individuals17.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alpha Financial Partners LLC is an independent registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. It operates as a capital allocator and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Alpha is not identified as an ESG-focused manager and is described as a single-state adviser in the source data.
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 Funds41%
- Exchange Traded Equities39%
- Cash & Cash Equivalents9%
- Other7%
- Investment Grade Corp Bonds2%
Contacts
3 of 5Emily Nelson
Director of Retirement Plan ServicesCRD 7775424
AARON AMMERMAN
Co-Founder & PartnerCRD 2178388
GREGORY TURCOTTE
Co-Founder & CCOCRD 5562095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$160M in ETFs
75%
$119M
12%
$40.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45M | 68,964 | 28.20% |
Location
Lexington, KY
FAYETTE
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- FAYETTE
- Address
- 319 Cedar St
- Time zone
- CT (UTC-6)
- Office locations
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