# Alpha Financial Nordic

> Alpha Financial Nordic is a state-registered investment advisory firm in Fountain Hills, AZ, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 175450
- Filed as: ALPHA FINANCIAL NORDIC
- Legal name: Alpha Financial Nordic LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fountain Hills, AZ
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175450
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-financial-nordic-fountain-hills-az-175450

## Quick answers

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

**Where is Alpha Financial Nordic located?**
Alpha Financial Nordic's principal office is in Fountain Hills, AZ, according to its Form ADV.

**Is Alpha Financial Nordic registered with the SEC or a state?**
Alpha Financial Nordic is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175450.

**How much does Alpha Financial Nordic manage?**
Alpha Financial Nordic reports $12,900,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Alpha Financial Nordic serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (7).

**Does Alpha Financial Nordic report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175450

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,900,000
- Discretionary: $12,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,400,000 |
| High net worth individuals | 7 | $10,500,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphafinancialnordic.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Financial Nordic (CRD 175450): Form ADV filing data as of October 2026.