Sarah Byrd
Alpha Advisors · Richmond, Virginia
Sarah Byrd is a fee-only financial advisor at Alpha Advisors in Richmond, Virginia. Alpha Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $256.1M across 401 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4849590 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | alpha-advisors.com |
| Profile |
How Sarah's firm compares
- Alpha Advisors's average account is about $639,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about Sarah
Is Sarah Byrd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Alpha Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Alpha Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Byrd based?
Sarah Byrd is based in Richmond, Virginia.
Is Sarah Byrd registered with the SEC?
Yes. Sarah Byrd is registered as an investment adviser representative in VA (CRD 4849590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Advisors manage?
Alpha Advisors reports $256.1M across 401 accounts in assets under management.
How do I contact Sarah Byrd?
Through Sarah's website, alpha-advisors.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
- Alpha Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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