Alpha Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpha Asset Management is a fee‑based registered investment advisor that primarily serves individual clients and a limited number of institutions, providing discretionary portfolio management focused on large‑capitalization equities, investment‑grade bonds and investment‑company securities. As of early 2025 the firm reported managing about $129 million for roughly 149 client accounts and operates as a single‑advisor practice.
The firm combines a top‑down, secular‑cycle framework with bottom‑up security selection: it seeks to identify secular bull or bear markets and overweight or defend portfolios by sector accordingly, while also adding occasional opportunistic, low‑correlation picks discovered through qualitative observation. Alpha conducts both qualitative and quantitative analysis on holdings, tends to hold sector convictions for multi‑year cycles, and manages only discretionary accounts with ongoing quarterly reviews.
Alpha’s operations include several affiliations that are uncommon for a solo independent adviser: it acquired another adviser and its affiliated broker‑dealer in 2016 and continues to maintain ties to that broker‑dealer, and the firm’s principal is registered to receive trailing broker‑dealer commissions and to sell insurance products when acting in those separate capacities. The firm also participates in Charles Schwab’s institutional program and by default enrolls clients in a third‑party class‑action claim filing service (the provider retains a portion of recoveries), operational features that may create conflicts or service arrangements not typical among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually (Equity and Balanced accounts) $1,000,000 - $5,000,000: 0.75% annually (Equity and Balanced accounts) $5,000,000+: Negotiable (Equity and Balanced accounts) $0 - $5,000,000: 0.5% annually (Fixed Income accounts) $5,000,000+: Negotiable (Fixed Income accounts)
Principal receives trailing commissions for some mutual fund investments through affiliated broker/dealer; also receives commissions as registered representative and insurance agent when acting in those capacities
Account minimum: $250,000 Fee-only: Fees are based only on assets under management; no commissions for advisory services
Main office
50 South Main Street, Suite 1210
Akron OH 44308
Advisors at this office
2
Most active in
Florida · Ohio
Also doing business as
Alpha Asset Management · Egi Financial · Jct Investment Counsel Inc. · Jct Investment Counsel, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey T
Series 63, Series 65
Akron, OH
Alpha Asset Management
Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.
Brandon R
Series 65
Akron, OH
Alpha Asset Management
Brandon Rzeszut is a financial advisor with Alpha Asset Management in Akron, Ohio. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at American Heritage Securities, Arbor Group Advisors, and the University of Akron, as well as operating a juice and smoothie bar. Alpha Asset Management is an independent, fee-based registered investment adviser serving primarily individual clients and a limited number of institutions. The firm focuses on discretionary portfolio management of large-cap equities, investment-grade bonds, and investment-company securities, using a combination of top-down secular-cycle analysis and bottom-up security selection.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)