Alpha Financial Partners LLC
Alpha Financial Partners LLC is an SEC-registered wealth manager in Lexington, KY with $459.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Alpha Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306639, SEC 801-117851, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $459.9M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Lexington, KY
- Employees
- 7
- Clients
- 402
- CRD
- 306639
- Ownership
- TURCOTTE, GREGORY, M; Montgomery, Ashley; SYCAMORE RD, LLC; AMMERMAN, AARON, PAYNTER; AFCT, LLC
How much AUM does Alpha Financial Partners LLC have?
Alpha Financial Partners LLC reported $459.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Alpha Financial Partners LLC?
Disclosed owners and executives of Alpha Financial Partners LLC include TURCOTTE, GREGORY, M, Montgomery, Ashley, SYCAMORE RD, LLC, AMMERMAN, AARON, PAYNTER, AFCT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.