Alphacopia

RIASEC Registered

Total AUM

$44.4M

Discretionary

$44.4M

100% of AUM

Avg account

$807K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315231
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI74.92%
Pooled Investment Vehicles15.87%
Individuals8.91%
Corporations / Businesses0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alphacopia is a privately held limited liability company operating as an independent registered investment adviser that serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and offers financial planning and portfolio management across individual, pooled vehicle, and institutional mandates. In addition to advisory work, Alphacopia is active as an insurance broker and lists CPO/CTA activity, indicating experience with commodity-pooled or managed-commodities products. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.