# Alpha Financial Management, Inc.

> Alpha Financial Management, Inc. is an SEC-registered investment advisory firm in Savannah, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 125800
- Filed as: ALPHA FINANCIAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125800
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-financial-management-inc-savannah-ga-125800

## Quick answers

**How is Alpha Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Alpha Financial Management, Inc. located?**
Alpha Financial Management, Inc.'s principal office is in Savannah, GA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Alpha Financial Management, Inc. registered with the SEC or a state?**
Alpha Financial Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 125800.

**How much does Alpha Financial Management, Inc. manage?**
Alpha Financial Management, Inc. reports $109,376,177 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**What types of clients does Alpha Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (35).

**Which custodians does Alpha Financial Management, Inc. use?**
Alpha Financial Management, Inc.'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 Financial Management, Inc. 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/125800

**What changed in Alpha Financial Management, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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: $109,376,177
- Discretionary: $109,376,177
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $31,080,066 |
| High net worth individuals | 35 | $78,296,111 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Alpharetta, GA
- Bluffton, SC

### Websites listed on Form ADV (Item 1.I)
- alpha-sav.com
- michaeldayoub.wordpress.com
- Facebook @ALPHAFINANCIALMANAGEMENT
- LinkedIn @MIKEDAYOUB
- X @MIKEDAYOUB

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Financial Management, Inc. (CRD 125800): Form ADV filing data as of October 2026.