CRD: 141006
Alphaq Advisors
Winter Park, FL, 32789
4079824550
$90.6M Total AUM
$79.0M Disc. AUM
-22.4% 3Y CAGR
2 Employees
87 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-23-2006
- Office Locations
- 1
Office Locations
941 W. Morse Blvd. Suite 100 Winter Park FL
About Alphaq Advisors
Alphaq Advisors is a Winter Park-based RIA. The firm has been operating for 19 years. Managing $90.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$45.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Alpha Harbor Fusion pathway Quantum oak Bridge Capital
Investment Themes
Peak
Investment Vehicles
Catalyst
Services
Capital horizon Harbor Summit prime North Pathway meridian
Owner & Executives
P
PETER H MATARAS
Managing Partner
- CRD
- #4224066
- Ownership
- 25% but less than 50%
(285) 981-1556
capital.crest@vectorcapital.com
in linkedin.com/in/signal-focus
S
SYED RIZVI
Chief Compliance Officer
- CRD
- #4790942
- Ownership
- Less than 5%
(671) 354-8723
prime.meridian@wavecapital.com
in linkedin.com/in/unison-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,987,660 | $287,228 |
| Non-Discretionary | $11,642,340 | $2,328,468 |
| Total | $90,630,000 | $323,679 |
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Separately Managed Accounts
Total SMA Asset: $90,630,000
Public Funds:
20.2% Equity - Exchange:
28.2% Municipal Bonds:
10.4% U.S. Government/Agency:
9.9% Cash:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $670,070,552 | 20.2% |
| Equity - Exchange | $935,445,028 | 28.2% |
| Municipal Bonds | $344,986,819 | 10.4% |
| U.S. Government/Agency | $328,400,914 | 9.9% |
| Cash | $1,038,277,639 | 31.3% |
| Total | $3,317,180,952 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK CREST WAVE | RIDGE ATLAS | M8IHBPEK7 | DECL | 6.93% | $105,162,433 |
| NORTH WAVE LEGACY | VERTEX VALUE | B5SGGVGWO | MZZSZ | 1.94% | $46,923,860 |
| HORIZON MATRIX | QUANTUM RADIAL | RDTVZEPEU | XFUNH | 5.87% | $111,279,877 |
| QUANTUM MERIDIAN VITAL | ZENITH OPTIMA | 5BG519JXM | DTNL | 8.08% | $99,152,788 |
| VERTEX FOUNDATION WAVE | LEGACY RADIAL | HSAGSGSX9 | NEAP | 5.19% | $118,069,696 |
| OPTIMA EMBER | TIMBER PRIME | JL6AD7A6J | LEXKX | 6.94% | $66,940,967 |
| ZENITH SIGNAL | ELEMENT ATLAS | 3DSE2VZ00 | VIGWS | 1.52% | $3,124,314 |
| GLACIER RADIAL | PRIME MOMENTUM | 62WT8KNB2 | KDH | 1.19% | $71,203,187 |