Alpha Asset Advisors LLC

Alpha Asset Advisors primarily serves individual clients through a sub‑advisory model, acting as the discretionary money manager for accounts identified by unaffiliated primary advisers; the firm’s stated account minimum is $100,000 (subject to waiver). As of February 4, 2026, Alpha reported managing approximately $13.1 million in discretionary client assets and does not sponsor a wrap program.

The firm employs a rules‑based dividend‑growth strategy, selecting stocks that pay dividends from free cash flow and that have a track record of increasing payouts, with a generally long‑term holding horizon. Alpha conducts semiannual account reviews and relies on primary advisers to collect and update client suitability information while exercising investment discretion over sub‑advisory accounts.

Noteworthy features include the firm’s sub‑advisory business model, which delegates client‑facing responsibilities to primary advisers and expressly permits Alpha to rely on the information those advisers provide rather than verify it. The brochure also discloses that the owners act as licensed insurance agents and as investment adviser representatives of Royal Oak Financial Advisors (earning separate compensation), that the firm does not vote client proxies, and that it advertises performance results in its materials — a practice relatively uncommon among peer team firms.