Alphamark Advisors, LLC

Alphamark Advisors, LLC (CRD# 109366) is a financial advisory firm headquartered in Fort Mitchell, KY. They manage $321,808,707 in 813 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    813
    ACCOUNTS
  • Average Account Value
    $395,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, IN, KY, OH, TX

Financial Advisors at Alphamark Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christian A. Lucas
CRD#: 3259194
250 Grandview Drive, Suite 175, Fort Mitchell, KY 41017
96
Wealthminder
score

Christian Lucas (CRD# 3259194) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Mitchell, KY and has over 17 years of experience in the finance industry. Christian Lucas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William H. Vickey
CRD#: 1909740
250 Grandview Drive, Ste. 175, Fort Mitchell, KY 41017
96
Wealthminder
score

William Vickey (CRD# 1909740) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Mitchell, KY and has over 27 years of experience in the finance industry. William Vickey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael L. Simon
CRD#: 4365604
250 Grandview Drive, Suite 175, Fort Mitchell, KY 41017
87
Wealthminder
score

Michael Simon (CRD# 4365604) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Mitchell, KY and has 1 year of experience in the finance industry.

4
Kelly E. Owens
CRD#: 5793107
250 Grandview Drive, Suite 175, Fort Mitchell, KY 41017
81
Wealthminder
score

Kelly Owens (CRD# 5793107) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Mitchell, KY and has over 6 years of experience in the finance industry.

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