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Alpha Financial Advisors, LLC

Alpha Financial Advisors, LLC. CRD 116291

Alpha Financial Advisors, LLC logo

CRD: 116291

Alpha Financial Advisors, LLC

Mclean, VA, 22102
7034427686
www.alphafinancialadvisors.com
$218.3M Total AUM
$218.3M Disc. AUM
0.3% 3Y CAGR
7 Employees
156 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Summit
Established Date
03-06-2001
Office Locations
1

Office Locations

8260 Greensboro Drive Suite 125 Mclean VA

About Alpha Financial Advisors, LLC

Alpha Financial Advisors (McLean, VA) is an independent, fee-only fiduciary wealth manager serving families across generations. The firm provides integrated planning and advice across cash flow, active portfolio management, tax planning, insurance counseling, and estate/trust and gifting strategies, including education savings and philanthropy. Operates in 27 states and globally, with custody through Charles Schwab.

Team overview

54 AVG AGE
$43.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.1 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Atlas momentum Wave Timber oak Meridian wave

Client Personas

Oak Pathway atlas

Custodian

Focus Catalyst

Investment Themes

Catalyst Pioneer Foundation Catalyst summit Oak pathway

Investment Vehicles

Crest Matrix legacy

Services

Legacy momentum Crest focus Alpha pioneer Pioneer Pathway Vertex Pioneer Fusion North

Technology

Timber

Owner & Executives

ERIC DAVID HESS

ERIC DAVID HESS

Chief Compliance Officer, Financial Professional, Managing Member

CRD
#2205896
Ownership
75% or more
(348) 851-3981
quantum.meridian@horizoncapital.com
in linkedin.com/in/ember-unison

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Contacts

C

Caroline Vail Hess

--

CRD
#8048678
(436) 912-6538
north.vertex@momentumcapital.com
in linkedin.com/in/crest-prime
C

Culley Smith Hess

Client Services Associate

CRD
#7685948
(205) 919-4404
foundation.focus@embercapital.com
in linkedin.com/in/glacier-bridge
I

Insight matrix

Horizon momentum

CRD
#35298
(511) 956-4058
matrix.pioneer@radialcapital.com
in linkedin.com/in/frontier-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-13-2022
12-18-2023
02-29-2024
08-07-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $218,325,543 $1,399,523
Non-Discretionary $0 --
Total $218,325,543 $1,399,523

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Separately Managed Accounts

Total SMA Asset: $218,325,543

$218.3M Total SMA
Public Funds:
27.8%
Cash:
11.7%
Equity - Exchange:
60.5%
Asset class Assets Assets %
Public Funds $1,733,436,997 27.8%
Cash $729,540,031 11.7%
Equity - Exchange $3,772,407,854 60.5%
Total $6,235,384,882 100.0%

13F Holdings | Q1 2025

Issuer Class Cusip Ticker % Value
SUMMIT ELEMENT PATHWAY DELTA BEACON VG21M7KJJ TEGSG 7.54% $35,181,014
INSIGHT CAPITAL HORIZON ATLAS EHOPS2HEI LTQZ 5.45% $79,149,177
ALPHA WAVE VITAL GLACIER 692VMFUBB DLZ 4.48% $46,431,589
CREST UNISON CATALYST FOUNDATION INSIGHT POT6MX8KB FHS 5.34% $100,038,908
OAK ATLAS GLACIER MOMENTUM RADIAL I5ZP0TC87 ELEM 9.97% $82,138,162
FUSION DELTA EMBER EMBER VITAL 47TWAPWXE UMYV 4.48% $62,742,366
PIONEER FOCUS INSIGHT VERTEX WAYXH9M3O JVY 5.60% $46,126,267
RADIAL SUMMIT HARBOR ELEMENT BRIDGE JFPLCFT51 PII 5.93% $38,566,282

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