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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 02-07-2006
- Office Locations
- 2
Office Locations
About Alpha Advisors, LLC
Alpha Advisors, LLC is a Lakeland, FL registered investment adviser serving retail and institutional clients with portfolio management plus financial, estate, and insurance planning. The firm focuses on asset allocation using ETFs and mutual funds, with experience across alternative investments including real estate and venture capital and some fixed income exposure. Custody is held at Charles Schwab (and TD Ameritrade).
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Owner & Executives
CARL CROFFARD DOCKERY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4397374
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREA SPIESSL DOCKERY
--
- CRD
- #2782705
SHANNON G HILL
Financial Consultant
- CRD
- #6264035
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,753,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,753,144 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,753,144
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,472,904,306 | 49.4% |
| Cash | $724,525,802 | 24.3% |
| Private Funds | $784,157,556 | 26.3% |
| Total | $2,981,587,664 | 100.0% |