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ALPHAMARK ADVISORS, LLC

FT. WRIGHT, KY · CRD 109366 · IAPD ↗ · alphamarkadvisors.com · 859-957-1803

$405.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2025 — ALPHAMARK ADVISORS, LLC (FT. WRIGHT, KY) left the SEC roster (was $405.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
January 2025 — ALPHAMARK ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — ALPHAMARK ADVISORS, LLC changed its website from alphamarkfunds.com to alphamarkadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — ALPHAMARK ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.