ALPHA FINANCIAL PARTNERS LLC
CRD #306639 SEC #801-117851 LEXINGTON, KY (859) 785-2660
SEC Registered
Total AUM
$376.1M
Discretionary
$358.6M
Employees
7
Clients
101
Accounts
1,118
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| AMMERMAN, AARON, PAYNTER | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| COBANE, MARC, IRWIN | I | CO-FOUNDER AND PARTNER | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Montgomery, Ashley | I | MARKETING DIRECTOR | NA | Control |
| Nelson, Emily | I | DIRECTOR OF RETIREMENT PLAN SERVICES | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TURCOTTE, GREGORY, M | I | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| AFCT, LLC | DE | MANAGING MEMBER | D | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
| SYCAMORE RD, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| TURCOTTE, GREGORY, M | I | AFCT, LLC | F | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| AMMERMAN, AARON, PAYNTER | I | SYCAMORE RD, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| COBANE, MARC, IRWIN | I | AFCT, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (5)
IL KY OH TN TX
Address
319 CEDAR ST.SUITE 201
LEXINGTON, KY 40508
United States
Phone: (859) 785-2660