# ALPHA FINANCIAL PARTNERS LLC

ALPHA FINANCIAL PARTNERS LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 306639
- Type: SEC-registered investment adviser
- SEC file number: 801-117851
- Location: 319 CEDAR ST., SUITE 201, LEXINGTON, KY, 40508
- Phone: (859) 785-2660
- Latest filing: 2026-07-24
- Regulatory AUM: $459.9M
- Discretionary AUM: $442.2M
- Non-discretionary AUM: $17.7M
- Clients: 7
- Accounts: 1,424

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Gregory M Turcotte | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Aaron Paynter Ammerman | CO-FOUNDER AND PARTNER; MANAGING MEMBER | — |
| Marc Irwin Cobane | CO-FOUNDER AND PARTNER; MANAGING MEMBER | — |
| Emily Nelson | DIRECTOR OF RETIREMENT PLAN SERVICES | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| TURCOTTE GREGORY M | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| AMMERMAN AARON PAYNTER | CO-FOUNDER AND PARTNER; MANAGING MEMBER | — |
| COBANE MARC IRWIN | CO-FOUNDER AND PARTNER; MANAGING MEMBER | — |
| Montgomery Ashley | MARKETING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306639/similar
- Related entities: https://search.stillhousedata.com/firm/306639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306639

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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.