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 organized as an LLC and SEC-registered since 2020. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and the selection of other advisers or external managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and lists an affiliation with the insurance industry.
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 6
Emily 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 71Active vs passive
$177M in ETFs
74%
$130M
13%
$47M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50.2M | 66,984 | 28.27% |
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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