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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $376.1M | $358.6M | $17.5M | 7 | 0 |
| Apr 2025 | $376.1M | $358.6M | $17.5M | 7 | 0 |
| Mar 2025 | $376.1M | $358.6M | $17.5M | 7 | 0 |
| Feb 2025 | $376.1M | $358.6M | $17.5M | 7 | 0 |
| Dec 2024 | $295M | $273.8M | $21.2M | 5 | 0 |
| Nov 2024 | $295M | $273.8M | $21.2M | 5 | 0 |
| Jul 2024 | $295M | $273.8M | $21.2M | 5 | 0 |
| Feb 2024 | $295M | $273.8M | $21.2M | 5 | 0 |
| Sep 2023 | $257.1M | $231.2M | $25.9M | 5 | 0 |
| Aug 2023 | $257.1M | $231.2M | $25.9M | 6 | 0 |
| Jul 2023 | $257.1M | $231.2M | $25.9M | 6 | 0 |
| May 2023 | $257.1M | $231.2M | $25.9M | 6 | 0 |
| Mar 2023 | $257.1M | $231.2M | $25.9M | 6 | 0 |
| Aug 2022 | $271.2M | $240.3M | $30.9M | 6 | 0 |
| Mar 2022 | $271.2M | $240.3M | $30.9M | 6 | 0 |
| Dec 2021 | $229.7M | $201.1M | $28.7M | 5 | 0 |
| Sep 2021 | $229.7M | $201.1M | $28.7M | 5 | 0 |
| Mar 2021 | $229.7M | $201.1M | $28.7M | 5 | 0 |
| Jun 2020 | $138.5M | $115.1M | $23.4M | 4 | 0 |
| May 2020 | $138.5M | $115.1M | $23.4M | 4 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2019 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$376.1M
Discretionary$358.6M
Non-Disc.$17.5M
Employees7
Clients0
DateApr 2025
Total AUM$376.1M
Discretionary$358.6M
Non-Disc.$17.5M
Employees7
Clients0
DateMar 2025
Total AUM$376.1M
Discretionary$358.6M
Non-Disc.$17.5M
Employees7
Clients0
DateFeb 2025
Total AUM$376.1M
Discretionary$358.6M
Non-Disc.$17.5M
Employees7
Clients0
DateDec 2024
Total AUM$295M
Discretionary$273.8M
Non-Disc.$21.2M
Employees5
Clients0
DateNov 2024
Total AUM$295M
Discretionary$273.8M
Non-Disc.$21.2M
Employees5
Clients0
DateJul 2024
Total AUM$295M
Discretionary$273.8M
Non-Disc.$21.2M
Employees5
Clients0
DateFeb 2024
Total AUM$295M
Discretionary$273.8M
Non-Disc.$21.2M
Employees5
Clients0
DateSep 2023
Total AUM$257.1M
Discretionary$231.2M
Non-Disc.$25.9M
Employees5
Clients0
DateAug 2023
Total AUM$257.1M
Discretionary$231.2M
Non-Disc.$25.9M
Employees6
Clients0
DateJul 2023
Total AUM$257.1M
Discretionary$231.2M
Non-Disc.$25.9M
Employees6
Clients0
DateMay 2023
Total AUM$257.1M
Discretionary$231.2M
Non-Disc.$25.9M
Employees6
Clients0
DateMar 2023
Total AUM$257.1M
Discretionary$231.2M
Non-Disc.$25.9M
Employees6
Clients0
DateAug 2022
Total AUM$271.2M
Discretionary$240.3M
Non-Disc.$30.9M
Employees6
Clients0
DateMar 2022
Total AUM$271.2M
Discretionary$240.3M
Non-Disc.$30.9M
Employees6
Clients0
DateDec 2021
Total AUM$229.7M
Discretionary$201.1M
Non-Disc.$28.7M
Employees5
Clients0
DateSep 2021
Total AUM$229.7M
Discretionary$201.1M
Non-Disc.$28.7M
Employees5
Clients0
DateMar 2021
Total AUM$229.7M
Discretionary$201.1M
Non-Disc.$28.7M
Employees5
Clients0
DateJun 2020
Total AUM$138.5M
Discretionary$115.1M
Non-Disc.$23.4M
Employees4
Clients0
DateMay 2020
Total AUM$138.5M
Discretionary$115.1M
Non-Disc.$23.4M
Employees4
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0