Alpha Cubed Investments, LLC Employee Directory

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.

Find Alpha Cubed Investments, LLC employees' phone numbers or email addresses

Alpha Cubed Investments, LLC Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Alpha Cubed Investments, LLC's Leadership

  • Stylized image of a person
    C. K.
    Chief Compliance Officer
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  • Stylized image of a person
    P. S.
    Vice President Iar
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  • Stylized image of a person
    L. K.
    Owner
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  • Stylized image of a person
    A. J.
    Managing Director Client Services Investment Advisor Representative
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  • Stylized image of a person
    D. L.
    Operations Manager, Arizona
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  • Stylized image of a person
    T. S.
    Associate Wealth Manager
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  • Stylized image of a person
    C. M.
    Client Services Supervisor
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  • Stylized image of a person
    M. L.
    Investment Advisor Representative
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Contact profiles from Alpha Cubed Investments, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Chief Compliance Officer
    Phone icon
    United States
    Dec 02, 2025
  • Stylized image of a person
    L. K.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    P. S.
    Vice President Iar
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. J.
    Managing Director Client Services Investment Advisor Representative
    Phone icon
    UNITED STATES
    Dec 02, 2024
  • Stylized image of a person
    D. L.
    Operations Manager, Arizona
    Phone icon
    UNITED STATES
    Nov 14, 2025
  • Stylized image of a person
    T. S.
    Associate Wealth Manager
    Phone icon
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    C. M.
    Client Services Supervisor
    Phone icon
    UNITED STATES
    May 08, 2024
  • Stylized image of a person
    M. L.
    Investment Advisor Representative
    Phone icon
    UNITED STATES
    Apr 07, 2025
  • Stylized image of a person
    C. K.
    Phone icon
    Jul 28, 2023
  • Stylized image of a person
    J. J.
    Phone icon
    UNITED STATES
    Apr 22, 2024

Frequently Asked Questions

What is Alpha Cubed Investments, LLC known for?

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Alpha Cubed Investments, LLC was founded in 2011 operates in the Investment Management industry. The company's main headquarters is located in 18301 Von Karman Avenue, Suite 900; you can contact the main corporate office by phone at . Explore Alpha Cubed Investments, LLC's company overview page for more information.

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

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Alpha Cubed Investments, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alpha Cubed Investments, LLC email formats with LeadIQ.

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

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Alpha Cubed Investments, LLC has approximately 26 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Alpha Cubed Investments, LLC's key employees and leadership?

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As of December 2025, Alpha Cubed Investments, LLC's key employees include:

  • Chief Compliance Officer: C. K.
  • Vice President Iar: P. S.
  • Owner: L. K.
  • Managing Director Client Services Investment Advisor Representative: A. J.
  • Operations Manager, Arizona: D. L.

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