Alphanso

Overview

Alphanso is an independent registered investment adviser formed in 2022 and owned by an individual. The firm targets individuals and families, offering financial planning and portfolio management for individuals and small businesses. It operates on a fixed-fee and subscription-fee model rather than traditional AUM-based tiers, which suggests packaged service offerings or ongoing advisory subscriptions tailored to smaller accounts. Investment activity is concentrated in publicly traded equities and exchange-traded products, with discretionary management of client accounts. Alphanso is not positioned as an ESG-focused or multi-state adviser, and it does not act as a capital allocator. The firm also deploys third-party alternative managers across private equity, real estate, commodities and oil & gas, indicating an intention to supplement liquid equity exposure with partner-managed alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices