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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- OakMeridian +more
- Established Date
- 04-23-2001
- Office Locations
- 1
Office Locations
About Alpha Advisors, LLC
Alpha Advisors, LLC is a Richmond, VA-based advisory firm focused on Financial Life Planning, using the EVOKE® process developed by the Kinder Institute of Life Planning to align financial decisions with client goals. The team provides ongoing planning and portfolio construction grounded in asset allocation and risk management, using public funds such as mutual funds and ETFs plus fixed income. Custody is listed with Fidelity/NFS.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
ALEXANDER KENNETH SCOTT
Financial Planner, President
- CRD
- #1308671
- Ownership
- 50% but less than 75%
MARK DOUGLAS LEIMBERGER
Chief Executive Officer, Financial Advisor, Partner
- CRD
- #2830665
- Ownership
- 25% but less than 50%
Timber unison
Value legacy ember
- CRD
- #56133
- Ownership
- 40.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,053,519 | $638,537 |
| Non-Discretionary | $0 | -- |
| Total | $256,053,519 | $638,537 |
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Separately Managed Accounts
Total SMA Asset: $256,053,519
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,022,058,742 | 22.8% |
| Public Funds | $2,775,896,431 | 31.3% |
| Cash | $4,070,723,520 | 45.9% |
| Total | $8,868,678,693 | 100.0% |