Investment adviser · CRD 340962

ALPHATRUST ADVISORS

Investment adviser filing (IA)

ALPHATRUST ADVISORY GROUP, LLC

PHOENIX, AZ, United States · Form ADV filed Jun 18, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5141 NORTH 40TH STREET, STE 400
PHOENIX, AZ, 85018, United States

CRD 340962

Filing source

Form ADV 2114144 · Jun 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.