Alphatrust Advisors

Overview

Alphatrust Advisors is organized as a limited liability company and identifies itself as a capital allocator focused on serving individuals and small businesses. The firm lists financial planning, discretionary portfolio management for individuals/small businesses, and the selection of other advisers among its core advisory activities. Its stated fee arrangements include asset-based fees, hourly charges and fixed fees. Alphatrust is newly formed and became SEC-registered in 2026. The firm does not position itself as an active ESG investor, is not a pension consultant, and is not designated as a multi-state or related adviser. Industry ties noted in regulatory data include relationships with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives