# ALPHA FINANCIAL ADVISORS, LLC

ALPHA FINANCIAL ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 122545
- Type: SEC-registered investment adviser
- SEC file number: 801-79666
- Location: 11325 N COMMUNITY HOUSE RD, SUITE #410, CHARLOTTE, NC, 28277-0524
- Phone: 704-716-1100
- Latest filing: 2026-06-26
- Regulatory AUM: $619.3M
- Discretionary AUM: $617.1M
- Non-discretionary AUM: $2.2M
- Clients: 9
- Accounts: 1,520

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Ann Marie Reilley Gugle | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (7/2019) | — |
| Henry Nicholson Barringer | MEMBER | — |
| MCGEHEE JAMES BERNARD | MEMBER | — |
| GUGLE JOHN THOMAS | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER (+2 more) | — |
| GUGLE ANN MARIE REILLEY | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (7/2019); MANAGING MEMBER / CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER (+3 more) | — |
| BARRINGER HENRY NICHOLSON | MEMBER | — |
| Tyler William Weaver | FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122545/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122545/similar
- Related entities: https://search.stillhousedata.com/firm/122545/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122545

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.