Pace, FL Office

Alpha Advisors advises individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, and related consulting services. The firm operates on a fee‑only basis, typically charging percentage‑of‑AUM advisory fees, and generally recommends custodians such as Charles Schwab or TD Ameritrade for client accounts.

The firm constructs diversified portfolios across domestic and international equities, fixed income, tactical and alternative strategies, and often employs unaffiliated independent managers while using statistical and qualitative portfolio‑construction tools to guide allocation decisions. Alpha Advisors also offers stand‑alone financial planning and non‑investment implementation consulting and conducts ongoing account monitoring and periodic reviews.

What is distinctive about the firm is that it sponsors and manages affiliated private limited partnerships (Alpha Venture Capital Partners, L.P. and Alpha Venture Capital Fund, L.P.) and may recommend these partnerships to qualified clients on a non‑discretionary basis, subject to subscription agreements — a practice that is uncommon among similar team firms and that the brochure discloses as presenting potential conflicts of interest. The firm also discloses principals’ external activities, including serving on public company boards and operating as a licensed real‑estate broker and licensed insurance agent, and notes clients are under no obligation to participate in those affiliated services.