Alphatrust Advisory Group, LLC
● SEC registered since 2026CRD 340962SEC# 801-136389Phoenix, AZ
Reg. AUM
$113.1M
Employees
7
Accounts
210
Location
Phoenix, AZ
About Alphatrust Advisory Group
AlphaTrust Advisors delivers Total Financial Management spanning investments, cash and liquidity, estate, insurance, and taxes for healthcare professionals, entrepreneurs, athletes, and retirees. The firm collaborates as a planning team rather than a product sales organization.
Summary based on the firm’s website.
Alphatrust Advisory Group, LLC assets under management
Alphatrust Advisory Group, LLC operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2026. It reports $113.1 million in regulatory assets under management and employs 7 people.
Alphatrust Advisory Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adriana Mange Control | Chief Compliance Officer | Under 5% | 2026 |
| Alphatrust Advisory Holdings, LLC Control | Member & Manager | Over 75% | 2026 |
| Jeffrey Howard Burg Control | President | Under 5% | 2026 |
| Jeffrey Howard Burg Control | Grantor, Trustee, And Beneficiary | — | 2021 |
| Jeffrey Howard Burg Control | Manager | — | 2026 |
| Rum Point Living Trust Control | Member | Over 75% | 2026 |
| Stingray Holdings, LLC Control | Member & Manager | Over 75% | 2026 |
Frequently asked questions
How much does Alphatrust Advisory Group, LLC manage?
Alphatrust Advisory Group, LLC reports $113.1 million in regulatory assets under management on its Form ADV.
How many employees does Alphatrust Advisory Group, LLC have?
Alphatrust Advisory Group, LLC reports 7 employees.
Where is Alphatrust Advisory Group, LLC located?
Alphatrust Advisory Group, LLC is based in Phoenix, AZ and has been SEC-registered since 2026.
Does Alphatrust Advisory Group, LLC disclose fund performance?
Alphatrust Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5141 North 40th Street, Ste 400, Phoenix, AZ 85018 |
| Phone | (480) 681-0200 |
| Fax | (480) 681-0220 |
| Office hours | M-Th: 9 a.m. - 4p.m.. Fr: 9 a.m. - 2:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$113.1Mregulatory AUM
Discretionary $113.1M