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ALPHA FINANCIAL ADVISORS, LLC
CRD 116291 · SEC 801-109007
8260 GREENSBORO DRIVE, SUITE 125, MCLEAN, VA, 22102, United States
Phone
703-442-7686
Fax
703-442-7597
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.3M
Discretionary AUM
$218.3M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $34.9M |
| High net worth individuals | 72 | $183.4M |
States served
MD, NC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD