ALPHA FINANCIAL ADVISORS, LLC
CRD #122545 SEC #801-79666 CHARLOTTE, NC 704-716-1100
SEC Registered
Total AUM
$503.1M
Discretionary
$501.8M
Employees
10
Clients
101
Accounts
1,473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $503.1M | $501.8M | $1.3M | 10 | 0 |
| Jun 2025 | $503.1M | $501.8M | $1.3M | 10 | 0 |
| Mar 2025 | $503.1M | $501.8M | $1.3M | 10 | 0 |
| Dec 2024 | $444.1M | $442.7M | $1.4M | 10 | 0 |
| Aug 2024 | $444.1M | $442.7M | $1.4M | 10 | 0 |
| Mar 2024 | $444.1M | $442.7M | $1.4M | 10 | 0 |
| May 2023 | $353.6M | $353.6M | $0 | 10 | 0 |
| Mar 2023 | $353.6M | $353.6M | $0 | 10 | 0 |
| Aug 2022 | $412.3M | $412.3M | $0 | 6 | 0 |
| May 2022 | $412.3M | $412.3M | $0 | 6 | 0 |
| Mar 2022 | $412.3M | $412.3M | $0 | 6 | 0 |
| Mar 2021 | $341.6M | $340.9M | $641.9K | 7 | 0 |
| Jun 2020 | $287.2M | $287.2M | $0 | 6 | 0 |
| May 2020 | $287.2M | $287.2M | $0 | 6 | 0 |
| Dec 2019 | $259.8M | $250.9M | $8.8M | 7 | 0 |
| Jul 2019 | $259.8M | $250.9M | $8.8M | 7 | 0 |
| May 2019 | $249.6M | $240.8M | $8.8M | 7 | 0 |
| Mar 2019 | $223.1M | $214.3M | $8.8M | 6 | 0 |
| Mar 2018 | $205.8M | $205.8M | $0 | 6 | 0 |
| Oct 2017 | $186.3M | $186.3M | $0 | 6 | 0 |
| Mar 2017 | $146.4M | $146.4M | $0 | 5 | 156 |
| Jul 2016 | $125.9M | $125.9M | $0 | 4 | 140 |
| Mar 2016 | $120.8M | $120.8M | $0 | 4 | 137 |
| Sep 2015 | $112.8M | $112.8M | $0 | 4 | 127 |
| Mar 2015 | $105.2M | $105.2M | $0 | 4 | 125 |
| Apr 2014 | $100.2M | $100.2M | $0 | 3 | 124 |
| Apr 2014 | $100.2M | $100.2M | $0 | 3 | 124 |
| Jul 2012 | $49.4M | $49.1M | $325.6K | 1 | 119 |
| Jun 2012 | $49.4M | $49.1M | $325.6K | 1 | 119 |
| Jun 2012 | $49.4M | $49.1M | $325.6K | 1 | 119 |
| May 2012 | $49.4M | $49.1M | $325.6K | 1 | 119 |
| Feb 2012 | $47.3M | $47M | $224.9K | 1 | 112 |
| May 2011 | $37.6M | $36.1M | $1.4M | 5 | -- |
| Sep 2010 | $32.4M | $31M | $1.4M | 5 | -- |
| Mar 2009 | $29.3M | $28M | $1.3M | 5 | -- |
| Mar 2008 | $32.5M | $30.9M | $1.6M | 5 | -- |
DateAug 2025
Total AUM$503.1M
Discretionary$501.8M
Non-Disc.$1.3M
Employees10
Clients0
DateJun 2025
Total AUM$503.1M
Discretionary$501.8M
Non-Disc.$1.3M
Employees10
Clients0
DateMar 2025
Total AUM$503.1M
Discretionary$501.8M
Non-Disc.$1.3M
Employees10
Clients0
DateDec 2024
Total AUM$444.1M
Discretionary$442.7M
Non-Disc.$1.4M
Employees10
Clients0
DateAug 2024
Total AUM$444.1M
Discretionary$442.7M
Non-Disc.$1.4M
Employees10
Clients0
DateMar 2024
Total AUM$444.1M
Discretionary$442.7M
Non-Disc.$1.4M
Employees10
Clients0
DateMay 2023
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$341.6M
Discretionary$340.9M
Non-Disc.$641.9K
Employees7
Clients0
DateJun 2020
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$259.8M
Discretionary$250.9M
Non-Disc.$8.8M
Employees7
Clients0
DateJul 2019
Total AUM$259.8M
Discretionary$250.9M
Non-Disc.$8.8M
Employees7
Clients0
DateMay 2019
Total AUM$249.6M
Discretionary$240.8M
Non-Disc.$8.8M
Employees7
Clients0
DateMar 2019
Total AUM$223.1M
Discretionary$214.3M
Non-Disc.$8.8M
Employees6
Clients0
DateMar 2018
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees5
Clients156
DateJul 2016
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients140
DateMar 2016
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees4
Clients137
DateSep 2015
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients127
DateMar 2015
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees4
Clients125
DateApr 2014
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients124
DateApr 2014
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients124
DateJul 2012
Total AUM$49.4M
Discretionary$49.1M
Non-Disc.$325.6K
Employees1
Clients119
DateJun 2012
Total AUM$49.4M
Discretionary$49.1M
Non-Disc.$325.6K
Employees1
Clients119
DateJun 2012
Total AUM$49.4M
Discretionary$49.1M
Non-Disc.$325.6K
Employees1
Clients119
DateMay 2012
Total AUM$49.4M
Discretionary$49.1M
Non-Disc.$325.6K
Employees1
Clients119
DateFeb 2012
Total AUM$47.3M
Discretionary$47M
Non-Disc.$224.9K
Employees1
Clients112
DateMay 2011
Total AUM$37.6M
Discretionary$36.1M
Non-Disc.$1.4M
Employees5
Clients--
DateSep 2010
Total AUM$32.4M
Discretionary$31M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2009
Total AUM$29.3M
Discretionary$28M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2008
Total AUM$32.5M
Discretionary$30.9M
Non-Disc.$1.6M
Employees5
Clients--