Alpha Financial Management, Inc.
● SEC registered since 2026CRD 125800SEC# 801-135795Savannah, GA
Reg. AUM
$109.4M
Employees
4
Accounts
543
Location
Savannah, GA
Alpha Financial Management, Inc. assets under management
Alpha Financial Management, Inc. is an SEC-registered investment adviser based in Savannah, GA. The firm has been registered since 2026. It reports $109.4 million in regulatory assets under management and employs 4 people.
Alpha Financial Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Petrone Jordan Control | Owner And Cco | 50-75% | 2025 |
| Wayne Riley Jordan Control | Secretary/Owner | 50-75% | 2023 |
Frequently asked questions
How much does Alpha Financial Management, Inc. manage?
Alpha Financial Management, Inc. reports $109.4 million in regulatory assets under management on its Form ADV.
How many employees does Alpha Financial Management, Inc. have?
Alpha Financial Management, Inc. reports 4 employees.
Where is Alpha Financial Management, Inc. located?
Alpha Financial Management, Inc. is based in Savannah, GA and has been SEC-registered since 2026.
Does Alpha Financial Management, Inc. disclose fund performance?
Alpha Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7505 Waters Avenue, Suite E-1, Savannah, GA 31406-3631 |
| Phone | 912-353-9343 |
| Fax | 912-353-9662 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.4MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$109.4Mregulatory AUM
Discretionary $109.4M