Alpha Financial Partners Llc
- Regulatory AUM
- $460M
- Discretionary
- $442M
- Clients
- 402
- Avg AUM / client
- $1.1M
- Accounts
- 1,424
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 285 | $79.7M | 17.3% |
| High net worth individuals | 76 | $265M | 57.6% |
| Pension and profit sharing plans | 41 | $115M | 25.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ihcc Employee Retirement Plan Investors Heritage Capital Corporation | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Paynter Ammerman | Managing Member | Jan 2020 (7y) | ≈ 18.75% – 50% via Sycamore Rd, Llc | |
| Gregory M Turcotte | Co Founder, Partner, Chief Compliance Officer | CFP | Jan 2020 (7y) | Less than 5% |
| Marc Irwin Cobane | Managing Member | Jan 2020 (7y) | ≈ 37.5% – 75% via Afct, Llc | |
| Emily Nelson | Registered representative | CFP | Jul 2025 (1y) | |
| Joseph Edward Fusco | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Afct, Llc | Managing Member | Jan 2020 | A | 50% – 75% |
| Sycamore Rd, Llc | Member | Jan 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aaron Paynter Ammerman: 75% – 100% of Sycamore Rd, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Marc Irwin Cobane: 75% – 100% of Afct, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ihcc Employee Retirement Plan | Investors Heritage Capital Corporation | 31 | $17.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $300M (65% of AUM) Jul 2026
- Matrix Trust Company $35.8M (13% of AUM) Aug 2022
- Principal Securities, Inc. $32.6M (13% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗