ALPHATRUST ADVISORS

Overview

Alphatrust Advisors is organized as a limited liability company and is newly registered with the SEC in 2026. The firm identifies as a capital allocator and offers advisory services targeted at individuals and small businesses, specifically financial planning, portfolio management, and the selection of other advisers. Ownership is listed as a combination of a domestic entity and an individual. Alphatrust uses a mix of fee structures — percentage of AUM, hourly charges, and fixed fees — and is not designated as an active ESG investor or a multi-state adviser. The firm reports industry affiliations with an accountant and an insurance company, suggesting an operating model that integrates tax and insurance expertise alongside investment advice. Being newly formed and unclassified in the available data, Alphatrust appears to be in an early stage of commercial activity.

Assets & Accounts

Investments & Alternatives