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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between December 18, 2025 and August 28, 2026, reported AUM increased 10.7%, from $231.4M to $256.1M.
Across 5 reported observations, AUM increased 62.3% between March 2, 2022 and August 28, 2026, from $157.8M to $256.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 116 clients, or 58 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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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%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Alpha Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.