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| Alpha Financial Partners LLC
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|---|---|
| CRD # | 306639 |
| SEC # | 801-117851 |
| CIK # | 0001966219, 0002048268 |
| AUM | 459.9 M (2026-03-05) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 859-785-2660 |
| Address | 319 Cedar St Lexington, KY 40508 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 3.6 | ||
| Quanta Services Inc | 2.5 | ||
| Apple Inc | 2.0 | ||
| Nvidia Corp | 1.3 | ||
| iShares Comex Gold Trust | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| iShares Bitcoin Trust | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| Legence Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 79.7 |
| (b) Individuals (high net worth individuals) | 76 | 264.9 |
| (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 | 41 | 115.2 |
| (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 | 1,424 | 459.9 |
| By Discretionary | ||
| Discretionary | 1,423 | 442.2 |
| Non-Discretionary | 1 | 17.7 |
| Total | 1,424 | 459.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.9 | |
| Total | 1,424 | 459.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966219] | |
| D | [0002048268] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Websterrogers Financial Advisors LLC
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|
SC | 460.5 M |
|
Beta Wealth Group Inc
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CA | 460.3 M |
|
Roth Financial Partners LLC
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TX | 460.1 M |
|
Vermillion Wealth Management Inc
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MN | 459.9 M |
|
Beacon Advisors Holdings LLC
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TX | 459.6 M |
|
Blake Schutter Theil Wealth Advisors LLC
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OH | 459.5 M |
|
Saiph Capital LLC
✚
|
NJ | 459.4 M |
|
Seaside Wealth Management Inc
✚
|
CA | 459.3 M |
|
Oldfather Financial Services LLC
✚
|
NE | 459.0 M |
|
Owen Larue LLC
✚
|
KY | 458.9 M |