Overview
Assets Under Management: $129 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 38
Average Client Assets: $2.5 million
Frequently Asked Questions
ALPHA ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112571), ALPHA ASSET MANAGEMENT is subject to fiduciary duty under federal law.
ALPHA ASSET MANAGEMENT is headquartered in AKRON, OH.
ALPHA ASSET MANAGEMENT serves 38 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, ALPHA ASSET MANAGEMENT offers portfolio management for individuals. View all service details ↓
ALPHA ASSET MANAGEMENT manages $129 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, ALPHA ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.75%
Average Client Assets: $2.5 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 112571
Filing ID: 2053332
Last Filing Date: 2026-02-12 11:55:11