Alpha Strategies Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,788,404
Clients
85
Advisors
1
of 1 employees
About
The firm provides ongoing portfolio management and investment supervisory services to individuals (including high-net-worth), pension and profit‑sharing plans, trusts and charitable organizations, and corporations or business entities. Services include the development of written Investment Policy Statements, discretionary portfolio management, and financial planning provided as part of the advisory relationship.
Investment implementation is guided by modern portfolio theory and employs both long‑term and short‑term trading strategies; portfolios may include mutual funds, equities, fixed income, ETFs, hedge funds, REITs and private placements. The adviser generally operates on a discretionary basis, conducts at least quarterly reviews, and relies on its custodial relationship for trade execution, reporting, and performance statements.
Compared with similarly sized solo independent advisers, the firm’s client mix notably includes corporate and charitable clients and pension plans, and it accepts institutional‑style portfolio mandates and alternative/private investments that are less common among peers. The firm does not accept performance‑based fees, requires the use of its recommended custodian for account administration, and limits custody to fee deduction while integrating financial planning into its portfolio services.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% Above $1,000,000+: 1.00%
Main office
Sterling VA
Advisors at this office
1
Most active in
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.
Forms ADV
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