Alphatrust Advisors

Overview

Alphatrust Advisors is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm is SEC-registered (registration year 2026) and is owned through a combination of a domestic entity and an individual. Its advisory offering centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers or external managers on behalf of clients. Alphatrust charges fees using multiple arrangements — a percentage of assets under management, hourly fees, and fixed fees — and maintains affiliations with an accounting firm and an insurance company to support client services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives