$619.3M Total AUM
$617.1M Disc. AUM
12.3% 3Y CAGR
9 Employees
259 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- GlacierSummit wave +more
- Established Date
- 09-02-2005
- Office Locations
- 1
Office Locations
11325 N Community House RD Suite #410 Charlotte NC
About Alpha Financial Advisors, LLC
Alpha Financial Advisors is a Charlotte, NC RIA that guides business owners, professionals and retirees through life transitions with objective, goals-first planning and ongoing investment management. Services span tax-aware planning, estate and retirement planning, insurance, and 529s. Portfolios are implemented primarily with ETFs and a risk-management lens. Led by CEO Ann Reilley, CFP, CPA; custodies primarily at Schwab.
Team overview
38 AVG AGE
$88.5M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
7.8 yrs AVG TENURE
9 Employees
7 Advisory Reps
6 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Focus Element Pioneer oak Peak
Client Personas
Eagle legacy Ember Meridian oak Frontier signal
Custodian
Atlas Vector legacy Bridge Vital Frontier Focus Optima Timber Capital quantum Element optima Fusion Oak harbor Harbor harbor
Investment Themes
Peak Vital Quantum
Investment Vehicles
Legacy Optima momentum
Platform
Foundation Delta
Services
Insight catalyst North delta Pathway glacier Beacon Optima pathway Matrix zenith Peak Peak atlas Glacier Insight summit
Technology
Ridge Prime peak Vector beacon
Owner & Executives
ANN MARIE REILLEY
--
- CRD
- #5889714
- Ownership
- 75% or more
(916) 421-7299
vital.focus@vectorcapital.com
in linkedin.com/in/legacy-catalyst
HENRY NICHOLSON BARRINGER
Financial Advisor
- CRD
- #5896660
- Ownership
- 10% but less than 25%
(422) 480-3964
zenith.crest@embercapital.com
in linkedin.com/in/ridge-meridian
F
Foundation north
Frontier harbor horizon
- CRD
- #71309
- Ownership
- 10.8%
(240) 513-8503
frontier.unison@pathwaycapital.com
in linkedin.com/in/zenith-capital
Showing 2 of 3 owners & executives
Unlock allContacts
HEATHER OLINGER LAWRENCE
Financial Advisor
- CRD
- #5562627
(393) 759-9011
pioneer.capital@valuecapital.com
in linkedin.com/in/unison-pioneer
Janice A McGunnigle
Financial Advisor
- CRD
- #6847645
(638) 799-1130
beacon.foundation@deltacapital.com
in linkedin.com/in/delta-oak
O
Optima alpha
Vector timber
- CRD
- #56563
(784) 798-4810
signal.glacier@harborcapital.com
in linkedin.com/in/capital-oak
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $617,135,744 | $407,350 |
| Non-Discretionary | $2,184,315 | $436,863 |
| Total | $619,320,059 | $407,447 |
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Separately Managed Accounts
Total SMA Asset: $619,320,059
Public Funds:
28.7% Equity - Exchange:
10.0% Cash:
17.8% Municipal Bonds:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,412,447,247 | 28.7% |
| Equity - Exchange | $840,573,954 | 10.0% |
| Cash | $1,496,221,637 | 17.8% |
| Municipal Bonds | $3,656,496,697 | 43.5% |
| Total | $8,405,739,535 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL WAVE VECTOR | OPTIMA PATHWAY | A3LRM48O0 | CCW | 3.66% | $86,001,881 |
| OAK SIGNAL | BEACON ELEMENT | 3PFHTG6C6 | NFPZ | 10.90% | $11,309,231 |
| RIDGE PIONEER | LEGACY UNISON | P25HART4G | POK | 6.12% | $102,798,694 |
| MATRIX HORIZON | MATRIX QUANTUM | ZIP5KPYT4 | NPJAD | 4.18% | $47,670,050 |
| VITAL FOCUS MERIDIAN | CATALYST HORIZON | 5VLVS5OAR | MTZV | 2.15% | $42,713,613 |
| ALPHA VERTEX | SUMMIT CATALYST | OVH8FB0OS | RVM | 5.32% | $5,838,524 |
| FUSION VECTOR | RADIAL UNISON | VP24MTH1Q | BMNTX | 3.09% | $5,189,737 |
| RADIAL EMBER ZENITH | LEGACY VALUE | JF7UP4IZA | UPRGF | 2.08% | $109,605,627 |