Helen Cox
Red Triangle · Mt. Pleasant, South Carolina
Helen Cox is a fee-only financial advisor at Red Triangle in Mt. Pleasant, South Carolina. Red Triangle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Red Triangle |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61M across 282 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 2747518 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | alphavest.com |
| Profile |
How Helen's firm compares
- Red Triangle's average account is about $216,000, from its Form ADV (assets managed divided by 282 accounts).
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Questions about Helen
Is Helen Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and Red Triangle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Helen charge for financial advice?
Helen's firm, Red Triangle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Helen Cox based?
Helen Cox is based in Mt. Pleasant, South Carolina.
Is Helen Cox registered with the SEC?
Yes. Helen Cox is registered as an investment adviser representative in SC and TX (CRD 2747518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Triangle manage?
Red Triangle reports $61M across 282 accounts in assets under management.
How do I contact Helen Cox?
Through Helen's website, alphavest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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