Insights

Growing Asset Base Alpha Cubed Investments manages assets across a diverse range of sectors, as evidenced by recent investments in companies like Americas Silver, Cardinal Health, Sunoco, and Block, with stakes ranging from hundreds of thousands to over a million dollars. This suggests a solid client base with ongoing investment activity, providing opportunities to offer complementary financial products or enhanced portfolio management solutions.

Acquisition Potential The recent acquisition of Alpha Cubed Investments by CapTrust Advisors indicates a strategic pivot or expansion intent, creating opportunities to engage with merged entities or explore joint offerings tailored for high-net-worth clients and institutional investors involved in the new group.

High-Net-Worth Focus With a dedicated team including senior leadership like a Regional Director and Senior Vice President, Alpha Cubed targets high-net-worth individuals, presenting a market for premium financial services, estate planning, and exclusive investment opportunities that can be tailored to sophisticated investor needs.

Tech Infrastructure Utilizing a modern technology stack including cloud services, website management, and security tools, the firm is well-positioned to leverage digital solutions to enhance client engagement, streamline onboarding, and introduce innovative financial planning tools to attract tech-savvy investors.

Market Expansion The company’s focus on personalized portfolios and active asset management positions it to capitalize on current market trends favoring customized investment strategies, opening avenues for targeted outreach to clients seeking tailored wealth management solutions amid evolving financial landscapes.

Alpha Cubed Investments, LLC Tech Stack

Alpha Cubed Investments, LLC uses 8 technology products and services including Cloudflare, Swiper, jQuery Mobile, and more. Explore Alpha Cubed Investments, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • Swiper
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • Ubuntu
    Operating Systems
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • Nginx
    Web Servers
  • FitVids.js
    Web Tools And Plugins

Media & News

Alpha Cubed Investments, LLC's Email Address Formats

Alpha Cubed Investments, LLC uses at least 1 format(s):
Alpha Cubed Investments, LLC Email FormatsExamplePercentage
FLast@alphacubedinvestments.comJDoe@alphacubedinvestments.com
79%
First@alphacubedinvestments.comJohn@alphacubedinvestments.com
14%
Last@alphacubedinvestments.comDoe@alphacubedinvestments.com
6%
Last.First@alphacubedinvestments.comDoe.John@alphacubedinvestments.com
1%

Frequently Asked Questions

Where is Alpha Cubed Investments, LLC's headquarters located?

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Alpha Cubed Investments, LLC's main headquarters is located at 18301 Von Karman Avenue Suite 900 Irvine, California 92612 United States. The company has employees across 1 continents, including North America.

What is Alpha Cubed Investments, LLC's phone number?

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You can contact Alpha Cubed Investments, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Alpha Cubed Investments, LLC's official website and social media links?

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Alpha Cubed Investments, LLC's official website is alphacubedinvestments.com and has social profiles on LinkedIn.

What is Alpha Cubed Investments, LLC's SIC code NAICS code?

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Alpha Cubed Investments, LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Alpha Cubed Investments, LLC have currently?

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As of March 2026, Alpha Cubed Investments, LLC has approximately 15 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: C. K.Vice President Iar: P. S.Owner: L. K.. Explore Alpha Cubed Investments, LLC's employee directory with LeadIQ.

What industry does Alpha Cubed Investments, LLC belong to?

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Alpha Cubed Investments, LLC operates in the Investment Management industry.

What technology does Alpha Cubed Investments, LLC use?

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Alpha Cubed Investments, LLC's tech stack includes CloudflareSwiperjQuery MobileUbuntuCloudflare Bot ManagementYouTubeNginxFitVids.js.

What is Alpha Cubed Investments, LLC's email format?

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Alpha Cubed Investments, LLC's email format typically follows the pattern of FLast@alphacubedinvestments.com. Find more Alpha Cubed Investments, LLC email formats with LeadIQ.

When was Alpha Cubed Investments, LLC founded?

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Alpha Cubed Investments, LLC was founded in 2011.

Alpha Cubed Investments, LLC

Investment ManagementCalifornia, United States11-50 Employees

Alpha Cubed Investments is an independent, SEC-registered investment advisory company. The firm offers income, balanced, and growth portfolios, as well as custom portfolios, primarily utilizing individual stocks and bonds with some ETFs (exchange-traded funds).

Please see http://alphacubedinvestments.com/disclaimers for important disclosures.

Alpha Cubed Investments, LLC (ACI) is a Registered Investment Adviser. This content is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Please see our firm ADV for more information. Nothing herein constitutes investment advice or a recommendation to buy, sell, or hold a security. No advice may be rendered by ACI unless a client service agreement is in place. ACI content may contain forward looking statements including statements regarding our intent, belief, or current expectations with respect to market conditions. The audience is cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside Alpha Cubed Investments' control. All expressions of opinion reflect the judgment of the author and/or Alpha Cubed Investments as of the date of publication and are subject to change. The information is believed to be accurate but is not guaranteed or warranted by Alpha Cubed Investments. Content, research, tools, and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy.

Section iconCompany Overview

Headquarters
18301 Von Karman Avenue Suite 900 Irvine, California 92612 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Alpha Cubed Investments, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Alpha Cubed Investments, LLC's revenue is estimated to be in the range of $50M$100M

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