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Alpha Cubed Investments, LLC Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Alpha Cubed Investments, LLC is an independent investment advisory firm registered with the SEC and based in Irvine, California. It offers portfolios aligned with income, balanced, and growth objectives, and can design custom portfolios, primarily using individual stocks and bonds with some ETF exposure. The approach centers on tailoring allocations to achieve specific investment goals and risk tolerances through a focus on core securities.

Advisory services are available to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure. In 2024, Alpha Cubed Investments expanded its leadership with the addition of a Regional Director and Senior Vice President. The firm operates within the investment management industry and maintains a client-focused, independent advisory stance.

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

Alpha Cubed Investments, LLC Global Highlights

Location
Employees

North America
40

Minus sign iconPlus sign icon
  • United States Of America
    40

Alpha Cubed Investments, LLC's Leadership

  • Stylized image of a person
    C. K.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. S.
    Vice President Iar
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. K.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    Managing Director Client Services Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Operations Manager, Arizona
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Associate Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Client Services Supervisor
    Phone icon
    Mobile Phone

Alpha Cubed Investments, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Community & Social Services
  • Finance
  • Other
  • Program & Project Management

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
    Mobile Phone
    United States
    Feb 23, 2026
  • Stylized image of a person
    L. K.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. S.
    Vice President Iar
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. C.
    Senior Vice President
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. J.
    Managing Director Client Services Investment Advisor Representative
    Phone icon
    Mobile Phone
    UNITED STATES
    Dec 02, 2024
  • Stylized image of a person
    D. L.
    Operations Manager, Arizona
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    T. S.
    Associate Wealth Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    C. M.
    Client Services Supervisor
    Phone icon
    Mobile Phone
    UNITED STATES
    May 08, 2024
  • Stylized image of a person
    M. L.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    C. K.
    Phone icon
    Mobile Phone
    Jul 28, 2023

Frequently Asked Questions

What is Alpha Cubed Investments, LLC known for?

Minus sign iconPlus sign iconAlpha 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 Irvine, California 92612 United States; you can contact the main corporate office by phone at
+1-408-996-****
. Explore Alpha Cubed Investments, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconAlpha 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?

Minus sign iconPlus sign iconAlpha Cubed Investments, LLC has approximately 15 employees as of March 2026. 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 March 2026, Alpha Cubed Investments, LLC's key employees include:

  • Chief Compliance Officer: C. K.
  • Vice President Iar: P. S.
  • Owner: L. K.
  • Senior Vice President: R. C.
  • Managing Director Client Services Investment Advisor Representative: A. J.

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