# Alpha Asset Management

> Alpha Asset Management is an SEC-registered investment advisory firm in Akron, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 112571
- Filed as: ALPHA ASSET MANAGEMENT
- Legal name: JCT Investment Counsel, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112571
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-asset-management-akron-oh-112571

## Quick answers

**How is Alpha Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Alpha Asset Management located?**
Alpha Asset Management's principal office is in Akron, OH, according to its Form ADV.

**Is Alpha Asset Management registered with the SEC or a state?**
Alpha Asset Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 112571.

**How much does Alpha Asset Management manage?**
Alpha Asset Management reports $129,130,191 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Alpha Asset Management's assets and staff changed since 2025?**
In the Form ADV data for Alpha Asset Management: Regulatory assets under management: $128,672,138 in the October 2025 data and $129,130,191 in the October 2026 data, unchanged. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alpha Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (38).

**Which custodians does Alpha Asset Management use?**
Alpha Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Alpha Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112571

**Does Alpha Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "Generally, we require that you maintain $250,000 under management with us. However, we may waive that minimum at our sole discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Generally, we require that you maintain $250,000 under management with us. However, we may waive that minimum at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,130,191
- Discretionary: $129,130,191
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $32,603,811 |
| High net worth individuals | 38 | $96,526,380 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $128,672,138 | 1 | March 17, 2025 |
| October 2026 | $129,130,191 | 1 | February 12, 2026 |

Regulatory assets under management: $128,672,138 in the October 2025 data and $129,130,191 in the October 2026 data, unchanged.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Asset Management (CRD 112571): Form ADV filing data as of October 2026.