A complete list of active advisors currently associated with Alpha Asset Management
Warmer can help you find a great advisor at Alpha Asset Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Alpha Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Akron, OH
| 35
|
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