Alpha Financial Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 5, 2026, reports $460M in regulatory assets under management, 7 employees, 1 office, and 1,424 accounts.
Assets Under Management
$460M
Employees
7
Offices
1 office
Total Clients
402
Primary office
LEXINGTON, KY
319 CEDAR ST., SUITE 201, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
285
2
HNWI
18.9%
76
3
Pension Plans
10.2%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$460Mas of March 5, 2026
Discretionary96.2%
$442M
96% of total RAUM96.2%
Non-discretionary3.8%
$18M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$460M
Total Accounts1,424
10Y AUM Change+$460M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee57:1
10Y Employee Change+3 (+75.0%)
* 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.