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Alpha Financial Partners LLC

● SEC registered since 2020CRD 306639SEC# 801-117851Lexington, KY
Export (members)
Reg. AUM
$376.1M
Employees
7
Accounts
1,118
Location
Lexington, KY

Alpha Financial Partners LLC assets under management

Alpha Financial Partners LLC is a registered investment adviser overseen by the SEC based in Lexington, KY. The firm has been registered since 2020. It reports $376.1 million in regulatory assets under management and employs 7 people.
www.instagram.com/alpha_financial_partnersView on SEC.gov ↗

Alpha Financial Partners LLC owners & executives

9 reported
NameTitleOwnershipSince
Aaron Paynter Ammerman ControlCo-Founder And PartnerUnder 5%2020
Afct, LLC ControlManaging Member50-75%2020
Emily Nelson ControlDirector Of Retirement Plan ServicesUnder 5%2025
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Frequently asked questions

How much does Alpha Financial Partners LLC manage?

Alpha Financial Partners LLC reports $376.1 million in regulatory assets under management on its Form ADV.

How many employees does Alpha Financial Partners LLC have?

Alpha Financial Partners LLC reports 7 employees.

Where is Alpha Financial Partners LLC located?

Alpha Financial Partners LLC is based in Lexington, KY and has been SEC-registered since 2020.

Does Alpha Financial Partners LLC disclose fund performance?

Alpha Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address319 Cedar St., Suite 201, Lexington, KY 40508
Phone(859) 785-2660
Fax(859) 317-5724
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$358.6M
Non-discretionary$17.5M
Total (RAUM)$376.1M