AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Michael Christopher Dayoub

Michael C. Dayoub

ALPHA FINANCIAL MANAGEMENT
SAVANNAH, GA 31406-3631
Some features on this profile are disabled
CRD#: 5561334
Michael Christopher Dayoub
Michael Christopher DayoubALPHA FINANCIAL MANAGEMENT

Professional summary


Michael Christopher Dayoub, CFP® is a registered financial advisor currently at ALPHA FINANCIAL MANAGEMENT, INC. located in Savannah, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 65 exam.

At a Glance


Always Fiduciary
Min. Asset: $100K–$250K

Services Offered


Education Funding
Business Services
Financial Planning
Tax Planning
Investment Management
Risk Management & Insurance
Retirement Planning

Specializations


Insurance Related Issues

Biography


It's important to me to find out what is important to you and to find the most cost-effective way to help you achieve your financial goals.  My tax preparation background helps consider the tax impact of investment decisions.  At Alpha Financial Management, we act as CFO for successful clients and families, provide wealth building services for younger clients, and provide a Second Opinion thorough no-cost portfolio analysis for those considering our services.

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CEO, MAINTAINING EXACT PRODUCTS INC, ONGOING EFFORT TO FIND LICENSEES OF TECHNOLOGY. NOT INVESTMENT RELATED. EXACT PRODUCTS INC. 2625 BETHANY CREEK CT. MILTON, GA 30004

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Christopher Dayoub's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2010

Experience


Current

May 21, 2014 - Present

ALPHA FINANCIAL MANAGEMENT, INC.

Office #1: 7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631
RIA
CRD#: 125800
SAVANNAH, GA
Past

August 4, 2008 - December 31, 2014

UNION HILL FINANCIAL PLANNING

RIA
CRD#: 147778
MILTON, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.

CRD#: 125800 / SEC#: 801-135795

RIA
Registered Investment Advisory firm - (4/8/2026 Approved)
Georgia
Registered Investment Advisory firm - (4/22/2026 Terminated)
Louisiana
Registered Investment Advisory firm - (4/16/2026 Terminated)
South Carolina
Registered Investment Advisory firm - (4/16/2026 Terminated)
Texas
Registered Investment Advisory firm - (4/16/2026 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(5/21/2014)
IAR
South Carolina
(1/3/2019)
IAR
Texas
(3/2/2022)

Exams


What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 6/14/2008
Uniform Investment Adviser Law Examination

Current Firm


ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.

CRD#: 125800 / SEC#: 801-135795

RIA
Registered Investment Advisory firm - (4/8/2026 Approved)
Georgia
Registered Investment Advisory firm - (4/22/2026 Terminated)
Louisiana
Registered Investment Advisory firm - (4/16/2026 Terminated)
South Carolina
Registered Investment Advisory firm - (4/16/2026 Terminated)
Texas
Registered Investment Advisory firm - (4/16/2026 Terminated)
Loading...

Contact information


Main Address
7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631
Mailing Address
Phone number
(912) 353-9343
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/16/2026)

Regulatory assets under management


Total Number of Accounts543
AUM (Assets Under Management)$ 109,376,177

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALPHA FINANCIAL MANAGEMENT, INC.

ALPHA FINANCIAL MANAGEMENT, INC.

CRD#: 125800Savannah, GA 31406-3631

TRUST BUT VERIFY

Monitor Michael Dayoub

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx

Similar Advisors


CM
C MorrisAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Savannah, GA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.