Wealth Manager
    SEC Registered
    Manages Private Funds

    Alpha Financial Partners LLC

    Registered investment advisor · Lexington, Kentucky · CRD #306639

    Assets Under Management
    $460M
    Client Accounts
    1,424
    Employees
    7
    CRD Number
    306639
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alpha Financial Partners LLC

    Alpha Financial Partners LLC is a fee-only investment advisory firm offering financial planning and investment services. It focuses on fiduciary duties and personalized financial strategies. The firm serves clients in Kentucky.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alpha Financial Partners LLC

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    Frequently Asked Questions

    What is Alpha Financial Partners LLC's AUM?

    Alpha Financial Partners LLC reports approximately $460M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alpha Financial Partners LLC headquartered?

    Alpha Financial Partners LLC is headquartered in Lexington, Kentucky.

    What is Alpha Financial Partners LLC's CRD number?

    Alpha Financial Partners LLC's CRD number is 306639. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alpha Financial Partners LLC manage?

    Alpha Financial Partners LLC manages approximately 1,424 client accounts according to its latest SEC filing.

    Is Alpha Financial Partners LLC SEC registered?

    Yes, Alpha Financial Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

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