Red Triangle, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alphavest, a division of Red Triangle LLC, provides investment management and financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm primarily serves non‑high‑net‑worth individual clients through a proprietary, primarily online investment management program alongside a full‑service option that integrates ongoing financial planning.
Alphavest uses a guided Risk and Time Horizon Questionnaire to place clients into one of several discretionary model portfolios (including capital preservation, balanced and aggressive growth models) and also offers a customized "Liberated Investor" approach; portfolios are constructed from ETFs, mutual funds, closed‑end funds, individual stocks and, occasionally, third‑party managers. The firm describes an active, diversification‑focused process that reallocates among asset classes and provides periodic rebalancing and client reporting, while leaving tax and legal coordination to the client’s other professionals.
What is atypical for a supported firm is its client mix and delivery: Alphavest does not serve high‑net‑worth individuals and relies heavily on a web‑driven onboarding and model‑selection workflow operated by a small, two‑advisor team with roughly $61 million in discretionary AUM. The firm operates on a fee‑only basis (no commissions), uses third‑party custodians for execution and custody, and leaves proxy voting decisions to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
$0+: up to 1.00% annually for Basic Investment Management Services $0+: up to 1.50% annually for Comprehensive Investment Management Services with Financial Planning
Account minimum: $25,000 Fee-only: Fee-only registered investment advisory firm. No commissions or finder's fees accepted.
Main office
75 Port City Lndg., Suite 110
Mt. Pleasant SC 29464
Advisors at this office
2
Most active in
South Carolina · Texas
Also doing business as
Alphavest · Red Triangle, LLC
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
Quick links
Advisors at this firm
Kenson M
Series 66
Mt. Pleasant, SC
Red Triangle, LLC
Kenson Marbut is a financial advisor with Red Triangle, LLC (dba Alphavest) in Mt. Pleasant, SC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Red Triangle, he worked at Raymond James & Associates and Wells Fargo Advisors. Alphavest provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, primarily serving non‑high‑net‑worth clients through a proprietary online investment management program and a full‑service financial planning option. The firm uses a guided Risk and Time Horizon Questionnaire to allocate clients into discretionary model portfolios while emphasizing active diversification and periodic rebalancing.
Helen C
Series 63, Series 65
Mt. Pleasant, SC
Red Triangle, LLC
Helen Cox is a financial advisor at Red Triangle, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Infinite Asset Management for seven years. Outside of her advisory role, she owns Perfect Day Connect, a consulting business based in Charleston, SC. Red Triangle, LLC, through its Alphavest division, provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers primarily online, simplified investment programs alongside comprehensive discretionary portfolio management combined with ongoing financial planning.
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