Alpha Asset Management
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 112571
- Registered since
- April 16, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.75%
- Individuals25.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alpha Asset Management is a corporation operating as a non-independent retail registered investment adviser focused on individuals and families. The firm provides fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. It does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant. Industry relationships include affiliations with a broker-dealer, another investment adviser, and an insurance company. Alpha Asset Management was recognized by investor.com as one of its "Top RIA Firms to Watch" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Private Funds19%
- Cash & Cash Equivalents9%
Contacts
1 of 1Jeffrey Thomas
Portfolio ManagerCRD 2095554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Akron, OH
Summit
Location
Akron, OH
Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 50 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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