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| Keyboard |
| Alpha Financial Management Inc
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|---|---|
| CRD # | 125800 |
| SEC # | 801-135795 |
| CIK # | 0001616736 |
| AUM | 109.4 M (2026-04-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 912-353-9343 |
| Address | 7505 Waters Avenue Savannah, GA 31406-3631 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 31.1 |
| (b) Individuals (high net worth individuals) | 35 | 78.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 543 | 109.4 |
| By Discretionary | ||
| Discretionary | 543 | 109.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 543 | 109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.4 | |
| Total | 543 | 109.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001616736] | |
| 10-Q | [0001616736] | |
| 3 | [0001616736] | |
| 8-K | [0001616736] | |
| D | [0001616736] | |
| SC 13G | [0001616736] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hasty Erika R | Alpha Investment Inc | [2018-08-22] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Alameda Partners LLC/UT | |
| Alpha Investment Inc | |
| Buxton Todd | |
| WSC Partners LLC | |
| Omega Commercial Finance Corp |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oldfield Wealth Partners LLC
✚
|
ME | 110.0 M |
|
MD Wealth Management LLC
✚
|
MI | 109.9 M |
|
Renaissance Wealth Advisors LLC
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|
MA | 109.9 M |
|
Gilbert Financial LLC
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|
109.8 M | |
|
Quabbin Advisors LLC
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|
MA | 109.8 M |
|
International Management Advisors Ltd
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|
109.5 M | |
|
Arch Partners Wealth Management Inc
✚
|
GA | 109.2 M |
|
Finish Well RIA LLC
✚
|
OH | 109.0 M |
|
Planning Solutions International LLC
✚
|
FL | 108.8 M |
|
Capital Endurance Group Inc
✚
|
GA | 108.8 M |