ALPHA FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$619,320,059
Discretionary
$617,135,744
Non-discretionary
$2,184,315
Firm details
- CRD number
- 122545
- SEC file number
- 801-79666
- Main office
- CHARLOTTE, NC, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTPS://WWW.ALPHAFA.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.