# ALPHA ADVISORS, LLC

ALPHA ADVISORS, LLC of LAKELAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 138848
- Type: SEC-registered investment adviser
- SEC file number: 801-65339
- Location: 117 N MASSACHUSETTS AVE, LAKELAND, FL, 33801
- Phone: 863-665-8888
- Latest filing: 2026-02-27
- Regulatory AUM: $31.8M
- Discretionary AUM: $31.8M
- Clients: 3
- Accounts: 135

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SAVARESE PETER ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| DOCKERY CARL CROFFARD | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138848/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138848/similar
- Related entities: https://search.stillhousedata.com/firm/138848/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138848

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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.