Advisor at Advantage Investing, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advantage Investing, Inc.
Location
Chesapeake, VA 23320
Credentials
Series 65
Industry experience
< 1 year
Samuel Alheit is a financial advisor at Advantage Investing, Inc. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Advantage Investing, he worked at Fitzwilliams Financial and Pathway Performance. Outside of his advisory role, he owns and operates Pathway Performance LLC, a baseball training business where he coaches athletes. Advantage Investing provides discretionary investment management to individuals, businesses, non-profit organizations, and trusts, serving over 300 client accounts. The firm employs an active management approach using multiple core strategies and may utilize a range of securities, including leveraged and inverse funds, with a focus on tailored portfolio construction and weekly rebalancing.
Based on Advantage Investing, Inc.
$0 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.50% $5,000,001+: 1.00%
Account minimum: $100,000 Fee-only: Asset management fees based on tiered AUM schedule ranging from 2.00% to 1.00% annually; fee-only advisor.
860 Greenbrier Circle, Suite 100
Chesapeake, VA 23320
Virginia
Advantage Investing
2025 - Present (1 year)
Pathway Performance
2024 - Present (2 years)
Fitzwilliams Financial
2024 - 2025 (1 year)
Lynchburg College
2019 - 2024 (5 years)
Indian River High School
2015 - 2019 (4 years)
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