Alpha Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$253,710,604
Clients
115
Advisors
3
of 4 employees
About
Alpha Advisors serves primarily individuals and families across a range of ages and wealth levels; the brochure reports roughly 115 clients and approximately $256 million in assets under management. The firm provides discretionary portfolio management as its core service and also offers cash flow analysis, limited financial planning, coordination with clients’ attorneys and accountants, and consulting on retirement plan rollovers.
Alpha Advisors’ investment process emphasizes asset allocation and diversification as the primary drivers of returns, and it documents recommended allocations in an Investment Policy Statement before implementing a customized model portfolio. The firm typically uses no‑load mutual funds and ETFs, may allocate portions of client accounts to separately managed account services, and aggregates household accounts when calculating advisory fees.
Distinctive operational details include a negotiable flat annual retainer option (described in the brochure as generally ranging from $2,500 to $60,000) in addition to asset‑based fees, and a requirement that client accounts be maintained at Fidelity through the firm’s institutional platform arrangement. The brochure also notes that Alpha Advisors does not vote client securities proxies (clients receive and vote proxies directly) and that monthly advisory fees are billed in arrears and rounded to the nearest dollar.
Client services
Expertise
Fee options
Flat annual retainer fee generally ranging from $2,500 to $60,000, negotiable
$0 - $2,000,000: 1.00% annually $2,000,000 - $4,000,000: 0.75% annually $4,000,000+: 0.50% annually
Main office
3951 Westerre Parkway, Suite 130
Richmond VA 23233
Advisors at this office
3
Most active in
Florida · North Carolina · Texas · Virginia
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.
Advisors at this firm
Alexander S
Series 65
Richmond, VA
Alpha Advisors, LLC
Alexander Scott is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Alpha Advisors since 2013. Alpha Advisors serves primarily individuals and families, managing approximately $256 million in assets across roughly 115 clients. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no-load mutual funds, ETFs, and separately managed accounts to implement customized model portfolios.
Sarah B
Series 65
Richmond, VA
Alpha Advisors, LLC
Sarah Byrd is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with Alpha Advisors since 2004. Outside of her advisory work, she serves part-time as a bookkeeper for TEI. Alpha Advisors primarily serves individuals and families with approximately 115 clients and $256 million in assets under management. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no‑load mutual funds, ETFs, and separately managed account services.
Mark L
Series 63, Series 65
Richmond, VA
Alpha Advisors, LLC
Mark Leimberger is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Alpha Advisors since 2006. Alpha Advisors serves primarily individuals and families across various ages and wealth levels, overseeing approximately $256 million in assets for about 115 clients. The firm focuses on discretionary portfolio management, emphasizing asset allocation and diversification, and offers services including cash flow analysis, financial planning, and retirement plan rollover consulting.
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