Alexis Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,867,775
Clients
89
Advisors
2
of 2 employees
About
Alexis Advisors serves individual and institutional clients, including both high‑net‑worth and non‑HNW individuals, by providing financial planning and discretionary investment management. The firm also offers employee education and workshops and manages “held‑away” assets such as variable annuities and employer retirement accounts on a discretionary basis.
The firm’s investment process emphasizes disciplined, risk‑managed portfolio construction that combines fundamental, quantitative and technical analysis with strategic asset allocation and tactical management; portfolios may include domestic and international equities, fixed income, REITs, commodity ETFs and occasional individual bonds. Alexis Advisors integrates sustainability considerations into its research — using the YCharts sustainability rating system for ETFs, mutual funds and stocks — and leverages order‑management systems to implement asset location and rebalancing for held‑away accounts.
Alexis Advisors operates as a fee‑only advisory firm and discloses third‑party certifications and ratings in its materials, including its Certified B Corp status (certified in 2016). The firm’s regular offering of sponsor‑paid employee workshops and its institutional relationships with custodial and platform providers (including Axos, Nationwide and Pontera) for annuity and retirement‑plan servicing are notable operational features relative to many peers.
Client services
Expertise
Fee options
$0 - $500,000: Negotiable, typically higher tier rate $500,001+: Negotiable, typically lower tier rate
Financial Planning Services charged at $150 - $250 per hour, negotiable based on complexity and client circumstances
Account minimum: $250,000 to $500,000 or more (typical starting account for individuals and families, but discretionary acceptance below this range) Minimum fee: Minimum annual fee of $250 may be applied at Advisor's discretion Fee-only: Fee-only investment advisory services; no commissions or other compensation received
Main office
Richmond VA
Advisors at this office
2
Most active in
Pennsylvania · Virginia
Also doing business as
Alexis Advisors · Alexis Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Roberta K
Series 65
Richmond, VA
Alexis Advisors
Roberta Keller is a financial advisor with Alexis Advisors, LLC in Richmond, VA, holding a Series 65 designation and 16 years of industry experience. She has been with Alexis Advisors since 2013. Alexis Advisors provides wealth management and financial planning services to individual and institutional clients, offering discretionary portfolio management and standalone planning engagements. The firm integrates fundamental, quantitative, and technical analysis with strategic asset allocation and ESG considerations, and is certified as a B Corporation.
Samantha V
ChFC®, Series 66
Richmond, VA
Alexis Advisors
Samantha Vicchiarelli is a financial advisor at Alexis Advisors with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America, Merrill Lynch, and she was also involved in managing a bar business for six years. Samantha serves as a trustee of a third-party irrevocable trust for her mother. Alexis Advisors, LLC provides wealth management and financial planning services to individual and institutional clients, offering discretionary portfolio management and standalone planning engagements. The firm integrates fundamental, quantitative, and technical analysis with strategic asset allocation and incorporates ESG criteria in its investment process.
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