A
CRD: 112571
Alpha Asset Management
Akron, OH, 44308
3303747500
$129.1M Total AUM
$129.1M Disc. AUM
-- 3Y CAGR
1 Employees
149 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2003
- Office Locations
- 1
Office Locations
50 South Main Street Suite 1210 Akron OH
About Alpha Asset Management
Alpha Asset Management is a Akron-based RIA. The firm has been operating for 23 years. Managing $129.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
60 AVG AGE
$129.1M AVG AUM / ADVISOR
$866.6K AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Harbor
Client Personas
Value alpha
Investment Themes
Momentum catalyst
Investment Vehicles
Catalyst signal
Services
Optima vital Focus Atlas
Owner & Executives
J
JEFFREY CRAIG THOMAS
Chief Compliance Officer, Portfolio Manager, President
- CRD
- #2095554
- Ownership
- 75% or more
(834) 573-3526
prime.focus@signalcapital.com
in linkedin.com/in/ember-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,130,191 | $866,646 |
| Non-Discretionary | $0 | -- |
| Total | $129,130,191 | $866,646 |
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Separately Managed Accounts
Total SMA Asset: $129,130,191
Equity - Exchange:
17.0% Private Funds:
32.9% Cash:
50.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,422,194,521 | 17.0% |
| Private Funds | $2,752,364,690 | 32.9% |
| Cash | $4,191,290,911 | 50.1% |
| Total | $8,365,850,122 | 100.0% |