RICHMOND, VACRD 118107Latest ADV February 26, 2026
Alpha Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated February 26, 2026, reports $256M in regulatory assets under management, 4 employees, and 401 accounts.
Assets Under Management
$256M
Employees
4
Offices
--
Total Clients
116
Primary office
RICHMOND, VA
3951 WESTERRE PARKWAY, SUITE 130, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.7% of total clients.
Top client categories% of clientsClients
1
HNWI
51.7%
60
2
Individuals
47.4%
55
3
SCHOOL FOUNDATION
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of February 26, 2026
Discretionary100.0%
$256M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$256M
Total Accounts401
10Y AUM Change+$140M (+121.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.