Joseph Calhoun
Alhambra Investment Management · Palmetto Bay, Florida
Joseph Calhoun is a fee-only financial advisor at Alhambra Investment Management in Palmetto Bay, Florida. Alhambra Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alhambra Investment Management |
|---|---|
| Based in | Palmetto Bay, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $320.2M across 533 accounts |
| SEC registration | Investment adviser representative in FL, SC, TX · CRD 2176684 |
| Exams passed | Series 63 (1991) · Series 65 (2006) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.alhambrapartners.com |
How Joseph's firm compares
- Alhambra Investment Management's average account is about $601,000, from its Form ADV (assets managed divided by 533 accounts).
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Questions about Joseph
Is Joseph Calhoun a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Alhambra Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Calhoun based?
Joseph Calhoun is based in Palmetto Bay, Florida.
Is Joseph Calhoun registered with the SEC?
Yes. Joseph Calhoun is registered as an investment adviser representative in FL, SC and TX (CRD 2176684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alhambra Investment Management manage?
Alhambra Investment Management reports $320.2M across 533 accounts in assets under management.
How do I contact Joseph Calhoun?
Through Joseph's website, www.alhambrapartners.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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