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*1491 Households under management at Alpha Cubed Investments as of 12/31/2021
*AUM is $2,011,638,154 as of 12/31/2021

Alpha Cubed Investments, LLC (ACI) is a Registered Investment Adviser. All content on this web site including any research, securities mentioned, media appearances, and publications are solely for informational and/or illustrative purposes only. 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. No advice may be rendered by ACI unless a client service agreement is in place.
Alpha Cubed Investments is neither a law firm, estate planning firm, nor a certified public accounting firm, and no portion of its services should be construed as legal, estate planning, or accounting/tax advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Alpha Cubed Investments.



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Links & References

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The information on this site is provided solely for general illustrative and promotional purposes only and does not create a business or professional services relationship. Business practice, business challenges, technology, laws, and regulations vary by country and change from time to time, and compliance with such standards depends on the particular circumstances. Any reliance on the information in this site is solely at user’s own risk. This site contains links to servers maintained by other organizations. Alpha Cubed Investments cannot and does not provide any warranty about the accuracy or source of information found on any of these servers or the content of any file that you might choose to download from a third party site. Alpha Cubed Investments assumes no responsibility and shall not be liable for any damages to, or viruses that may infect, the user’s computer or other property on account of the user’s access to, use of, or browsing in the Web site or the user’s downloading of any materials, data, text, images, video, or audio from the Web site.
Alpha Cubed Investments reserves the right to modify or amend this Disclaimer at any time and for any reason. Any changes to this Disclaimer posted on the Web site apply as soon as they are posted. By continuing to use the Web site after any changes are posted, user acknowledges acceptance of those changes.


The Investment News award was given by the publication to Alpha Cubed Investments based on data reported on Form ADV

to the Securities Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV

filing date is either on or after Jan. 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered

representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal

year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.


INC 5000

The 2020 Inc. 5000 list is an award that classifies various companies regardless of their industry based on revenue growth between the calendar year 2016 and the calendar year 2019 which was calculated internally by Alpha Cubed Investments, LLC from unaudited financials. The obtention of this award is unrelated to the advisory services provided by Alpha Cubed Investments, LLC and should not be construed as an endorsement of our services, nor does it imply a level of quality or ranking of the Registered Investment Advisor.

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