Alpha Cubed Investments, LLC

Alpha Cubed Investments, LLC is a multi‑team registered investment adviser managing roughly $3.78 billion for about 2,000 clients, primarily individual and high‑net‑worth investors as well as retirement plans. The firm provides discretionary and non‑discretionary asset management, financial planning, model portfolios and single‑stock management, and it also offers standalone planning and sub‑advisory relationships.

The firm emphasizes continuous account supervision and generally manages portfolios on a discretionary basis, using both fundamental and technical analysis and a mix of passive and active instruments. Its investable universe includes ETFs, mutual funds and individual equities and bonds as well as more active tactics such as options, margin, short sales, security‑based loans and crypto‑linked products, and it will utilize independent money managers for selected mandates.

Noteworthy distinctions include a formal family‑office service offered only alongside asset management that covers trust support, tax‑aware planning, cost‑segregation analysis, concierge services and next‑generation mentoring. The brochure also discloses several operational features that set the firm apart from many peers: it crosses client bond trades to capture spreads, acts as a sub‑manager to other RIAs, maintains custodial referral and platform arrangements with major custodians, and has representatives who are licensed insurance agents or registered representatives—each of which the firm identifies as a potential source of conflicts of interest.