Alpha Rush, LLC

Alpha Rush, LLC provides portfolio management and custom managed portfolios to individuals and corporate clients, operating as a fee-only adviser that charges a percentage of assets under management and does not participate in wrap-fee programs. The firm’s brochure states it has discretionary authority to select investments and that client assets are held at qualified custodians rather than in the firm's custody.

The firm describes an actively managed, proprietary investment process that combines macroeconomic, fundamental and technical analysis to construct diversified portfolios holding stocks and ETFs. Accounts are reviewed on a periodic basis with quarterly reports provided, and the firm uses trade aggregation and seeks favorable execution when trading for multiple accounts.

The brochure lists corporations among its client types and Part 2B notes the managing partner’s prior experience managing funds for institutions, which supports the firm’s capacity to work with pension or profit‑sharing plan clients — a client type that is relatively uncommon among independent advisers. With about $20.7 million in assets under management and roughly 30 client accounts, the firm operates at a small scale while documenting institutional-style processes for analysis and trade execution.