Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC is an SEC-registered investment adviser headquartered in Charlotte, North Carolina. The firm was founded in approximately 2000 and currently manages over $500 million in assets for individual and high net worth clients. The team consists of about 10 employees and provides portfolio management and financial planning services to U.S.-based clients on a fee-only, non-commission basis.
Investment Strategy
Alpha Financial Advisors, LLC primarily focuses on providing personalized investment management and comprehensive financial planning services. Their investment approach is grounded in a disciplined, long-term asset allocation strategy designed to meet each client's specific goals and risk tolerance. They do not accept commissions, which lowers conflicts of interest and supports objective advice. The firm manages diversified portfolios across a broad range of asset classes tailored for both high net worth and non-high net worth individuals.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 12.37% | $32.0M | 755,918 | $32.19 | $42.36 | +$1.9M |
D DFIC | DIMENSIONAL ETF TRUST | 12.13% | $31.4M | 1,009,639 | $24.33 | $31.09 | +$5.1M |
D DFGX | DIMENSIONAL ETF TRUST | 11.91% | $30.8M | 577,833 | $52.84 | $53.36 | +$2.1M |
T TSPA | T ROWE PRICE ETF INC | 10.78% | $27.9M | 717,360 | $35.23 | $38.89 | -$2.6M |
C CGGR | CAPITAL GROUP GROWTH ETF | 6.57% | $17.0M | 418,278 | $36.85 | $40.65 | -$4.1M |