Fort Mill, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Advisory Alpha, LLC
Multi-team
Firm-wide stats for Advisory Alpha, LLC
About
Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for a mix of individual and high-net-worth clients, supported by roughly 60 advisors and thousands of client relationships. The firm also provides financial planning, a broad set of specialty retirement-plan solutions, and serves in subadvisory and co-advisory roles for other registered investment advisers.
Investment decisions are guided by a centralized Investment Team that implements a fund-of-funds approach across a wide menu of managed portfolio series, including factor-based, tax-aware equity strategies, hedged/structured-product allocations, and duration-matching fixed income solutions. Portfolios are generally managed on a discretionary basis with ongoing asset-allocation oversight, security selection, and systematic rebalancing.
What distinguishes Advisory Alpha from many peers is its active role as a subadvisor/co-advisor to other RIAs and the material assets it oversees under advisement, alongside its disclosed ownership interest in a technology services platform used by advisors. The firm also offers several specialized programs — such as serving as a 3(38) fiduciary for retirement plans, cash balance and 1031-exchange real estate solutions — and discloses a model-specific technology trading fee tied to certain Direct Series model portfolios.
Based on Advisory Alpha, LLC
Expertise
Based on Advisory Alpha, LLC
Location
127 Ben Casey Drive, #104
Fort Mill SC 29708
Advisors at this office
2
Advisors at this office
Ross M
Series 65
Fort Mill, SC
Advisory Alpha, LLC
Ross Marynell is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at Advisory Alpha since 2020 and has prior experience with Planners Alliance LLC, Vertex Capital Advisors, LLC, and AlphaStar Capital Management. Outside of his advisory role, he is a licensed insurance agent involved in selling annuities, health, and life insurance products through Vertex Capital Advisors. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, offering a broad menu of managed portfolio series that include factor, hedged, and manager-of-managers strategies.
Michael B
CFP®, Series 65
Fort Mill, SC
Advisory Alpha, LLC
Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance LLC, Vertex Capital Advisors, and AlphaStar Capital Management. In addition to his advisory work, he owns The Wealth Technique, LLC, through which he provides financial education and public speaking. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio series with a discretionary investment approach.
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