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| Alpha Financial Partners LLC
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|---|---|
| CRD # | 306639 |
| SEC # | 801-117851 |
| CIK # | 0001966219, 0002048268 |
| AUM | $376.1 M (2025-04-14) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 859-785-2660 |
| Address | 319 Cedar St Lexington, KY 40508 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 1.7 | ||
| Microsoft Corp | 1.4 | ||
| Apple Inc | 1.3 | ||
| Nvidia Corp | 0.9 | ||
| iShares Comex Gold Trust | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 53.2 |
| (b) Individuals (high net worth individuals) | 73 | 211.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 111.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,118 | 376.1 |
| By Discretionary | ||
| Discretionary | 1,117 | 358.6 |
| Non-Discretionary | 1 | 17.5 |
| Total | 1,118 | 376.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.1 | |
| Total | 1,118 | 376.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966219] | |
| D | [0002048268] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MWA Financial Services Inc
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|
IL | 0.4 |
|
Strategic Asset Management Group Advisors Inc
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|
FL | 0.4 |
|
LPWM LLC
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MN | 0.4 |
|
Rhodes Investment Advisors Inc
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TX | 0.4 |
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J Stern & Co LLC
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NY | 0.4 |
|
Symphony Financial Services Inc
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OH | 0.4 |
|
Serenity Investment Advisors LLC
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|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
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|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
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|
IA | 0.4 |
|
Quantum Private Wealth LLC
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|
FL | 0.4 |