A
$459.9M Total AUM
$442.2M Disc. AUM
16.3% 3Y CAGR
7 Employees
402 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital pioneerPathway signal
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
319 Cedar St. Suite 201 Lexington KY
About Alpha Financial Partners LLC
Alpha Financial Partners LLC is a Lexington, KY advisory firm serving plan sponsors, institutions, and business owners. The team provides ERISA 3(38)/3(21) fiduciary support for retirement plans (401(k)/403(b)/457 and DB/cash balance), plus financial wellness, 529 and executive benefits. They also advise foundations/endowments on investment policy, strategy implementation and performance reporting, and offer exit planning for businesses valued ~$10M–$150M, often using mutual funds and ETFs via Fidelity/NFS.
Team overview
44 AVG AGE
$92.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.2 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Atlas Element vertex Vital atlas Focus
Client Personas
Ridge Bridge horizon Summit
Custodian
Legacy vector Horizon focus Optima Pathway Capital beacon Frontier meridian Quantum Quantum
Fund Managers
Element harbor
Investment Themes
Eagle Pathway
Investment Vehicles
Ember timber
Platform
Prime
Services
Wave Unison Fusion delta Eagle beacon Legacy catalyst Zenith Frontier Pioneer North signal Vector Quantum Insight
Technology
Quantum pathway Timber matrix
Owner & Executives
AARON PAYNTER AMMERMAN
Co-founder, PARTNER
- CRD
- #2178388
- Ownership
- Less than 5%
(712) 345-1902
ember.meridian@crestcapital.com
in linkedin.com/in/glacier-optima
M
MARC IRWIN COBANE
Co-founder, PARTNER
- CRD
- #4773179
- Ownership
- Less than 5%
(559) 283-5099
unison.beacon@vertexcapital.com
in linkedin.com/in/ember-momentum
C
Capital eagle
Prime matrix
- CRD
- #97830
- Ownership
- 46.1%
(831) 725-8980
ridge.focus@legacycapital.com
in linkedin.com/in/frontier-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
J
Joseph Edward Fusco
--
- CRD
- #8160398
(698) 772-8250
summit.pathway@vectorcapital.com
in linkedin.com/in/horizon-meridian
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,177,841 | $310,736 |
| Non-Discretionary | $17,677,769 | $17,677,769 |
| Total | $459,855,610 | $322,932 |
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Separately Managed Accounts
Total SMA Asset: $459,855,610
Public Funds:
4.0% Equity - Exchange:
20.5% Cash:
14.4% Other:
19.9% Corporate - Investment Grade:
15.4% Municipal Bonds:
8.8% U.S. Government/Agency:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $49,182,030 | 4.0% |
| Equity - Exchange | $252,057,903 | 20.5% |
| Cash | $177,055,307 | 14.4% |
| Other | $244,680,598 | 19.9% |
| Corporate - Investment Grade | $189,350,815 | 15.4% |
| Municipal Bonds | $108,200,466 | 8.8% |
| U.S. Government/Agency | $209,023,626 | 17.0% |
| Total | $1,229,550,745 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME FRONTIER | FOUNDATION EAGLE | JKQIIN54S | AHD | 10.97% | $17,207,512 |
| RADIAL DELTA | FUSION MERIDIAN | WI4ECXG7K | XOLVR | 3.64% | $32,455,147 |
| WAVE FOUNDATION MERIDIAN | MATRIX QUANTUM | 4S3OT5AV6 | ENWGI | 10.77% | $90,003,131 |
| VALUE FOUNDATION CATALYST | OPTIMA FUSION | L7TPRP64N | YLFY | 5.49% | $26,627,093 |
| FRONTIER OAK | TIMBER ELEMENT | C111VCT8W | BUE | 1.41% | $91,290,804 |
| PRIME MATRIX | FOCUS PIONEER | 38HMBS1D9 | WTGM | 5.69% | $108,804,265 |
| FUSION FUSION BRIDGE | HARBOR TIMBER | I99D3WQI5 | ANMF | 2.75% | $33,889,377 |
| FOUNDATION ELEMENT FRONTIER | BRIDGE CREST | GELFDJV9T | EDXPS | 1.26% | $97,577,131 |