# Alphatrust Advisors

> Alphatrust Advisors is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 340962
- Filed as: ALPHATRUST ADVISORS
- Legal name: Alphatrust Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340962
- AdvisorCensus page: https://advisorcensus.com/firm/alphatrust-advisors-phoenix-az-340962

## Quick answers

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

**Where is Alphatrust Advisors located?**
Alphatrust Advisors' principal office is in Phoenix, AZ, according to its Form ADV.

**Is Alphatrust Advisors registered with the SEC or a state?**
Alphatrust Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340962.

**How much does Alphatrust Advisors manage?**
Alphatrust Advisors reports $0 in regulatory assets under management in its Form ADV filing dated June 18, 2026.

**Does Alphatrust Advisors 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/340962

**What changed in Alphatrust Advisors' recent Form ADV filings?**
In the July 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)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphatrustadvisors.com
- Facebook @alphatrustadv
- LinkedIn @alphatrustadv
- X @alphatrustadv

## Changes in the filing (last 12 months)

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

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphatrust Advisors (CRD 340962): Form ADV filing data as of October 2026.