Alpha Investment Management

Alpha Investment Management (CRD# 107578) is a financial advisory firm headquartered in Cincinnati, OH. They manage $180,175,120 in 6,133 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    6,133
    ACCOUNTS
  • Average Account Value
    $29,378
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Alpha Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Jay A. Kaeppel
CRD#: 2555370
2245 Gilbert Ave, Suite 100, Cincinnati, OH 45206
90
Wealthminder
score

Jay Kaeppel (CRD# 2555370) is an Investment Advisor Representative working at Alpha Investment Management in Cincinnati, OH and has over 3 years of experience in the finance industry.

2
Arthur J. Minton
CRD#: 832479
2245 Gilbert Ave, Suite 100, Cincinnati, OH 45206
73
Wealthminder
score

Arthur Minton (CRD# 832479) is an Investment Advisor Representative working at Alpha Investment Management in Cincinnati, OH and has over 38 years of experience in the finance industry.

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