About Alphavest
I was kicked out. It was the best thing that ever happened to my clients.
Thirty years ago, I was trained by the best in the business, if by “best” you mean Big Brokerage, and by “trained” you mean raised by male wolves.
I learned the whole machine from the inside. The software, the CFP playbook, the meetings where we fed a client’s statements into a system and the system spat out her life: you can retire at 65 if you save $10,000 a year.
I could have calcified in there. Thirty years is long enough to become the thing you started out working for — entrenched, linear, stodgy. Honestly? I was well on my way.
Then Big Brokerage decided they didn’t want me anymore.
There was a lawsuit. There was a stretch of my life I wouldn’t wish on anyone.
And then there was a morning when I was standing in front of my own firm — my name on it, nobody’s playbook in it and the scales fell off my eyes.
Every rule I’d been handed was suddenly optional. So I asked the only question that mattered:
I started with the biggest one.
The industry doesn’t just mismanage money, it ushers people toward the wrong goals, then executes the wrong plan flawlessly.
So I built Perfect Day: a process that finds out what a client actually wants before a single dollar moves.
And I went after the rest of the machine, too — the fees, the active-management theater, the fine print where “advisor” doesn’t mean fiduciary. I wrote a book about it. I’ve been picking that fight ever since.
Here’s what I know now that I couldn’t have known inside: getting thrown out of the establishment is not the disaster they want you to think it is.
I say this especially to the women in this industry who feel stuck. There’s a different way. The best place to start is with Women in Wealth — come chat there.
— Cokie
Why Now
Why this firm. Why women. Why now.
Everyone in finance is suddenly talking about the Great Wealth Transfer. Here’s what they’re getting wrong: they think they’re late.
One of our biggest supporters — a man, thirty years deep in investments — put it best: people think we’re in the final game of the World Series. We’re not even at Game 2. This is so early it barely has a scoreboard. Trillions are moving into women’s hands, and it is happening right now, through the three doors nobody wants to talk about.
We made ourselves experts in exactly those rooms. Estate. Death and dying. Divorce. Because here’s the founding math of this firm, and it’s not complicated: there are not enough women for these women to do business with. We’re fixing the supply problem — one advisor, one client, one hard day handled well, at a time.
And no, this isn’t a firm that thinks the problem is men. Some of our fiercest champions are men who see the same numbers we do and want it fixed. The door is open to everyone who’s serious and authentically committed.
Who We Serve
Who this was built for
Our sweet spot is 30. A time and attention model that ushers both Alphavest advisors and clients to more Perfect Days. Think concierge wealth planning, with attention that only works because the AV 30 Collective caps the room at 30 clients per advisor.
She is
A woman or couple in transition — divorce, exit, inheritance — who’s done outsourcing the understanding of her own money. She doesn’t want to be managed. She wants to be met. Some of our favorite hell-yeses walked in before the assets did; the goals that change lives are rarely on the intake form.
Not at the sweet spot yet?
Not-yet isn’t not-welcome. We’re building a bench of advisors so there’s a real door here at every stage. The starting place is the same for all Alphavest clients — Perfect Day Process.
Who we’re wrong for
If your first question is “show me your performance,” or three years of cash strikes you as timid, we’ll part as friends, and you’ll be happier elsewhere. Truly.
Where We Are
Rooted in Charleston. Working nationally.
Our office sits just outside downtown Charleston, in Mount Pleasant. Our clients don’t. They’re spread across the country, and the work happens wherever they are.
75 Port City Landing, Suite 110Mount Pleasant, SC 29464
(866) 662-5742
The Team
The next generation of investment management looks like this.
Cokie Cox
Founder & CEO
Founder, CEO, CFP, 30-year industry veteran shaping the conversation around Women in Wealth. CEO/CIO of Alphavest, a female-advised, fee-only RIA. Championing independence, higher payouts and the freedom to build your Perfect Day.
Kenson Marbut
Associate Relationship Advisor
University of Georgia graduate supporting client relationships as Associate Relationship Advisor at Alphavest. Bringing thoughtful follow-through, clear communication and a client-first approach to every interaction.
Catherine Ginn
Marketing Director
University of South Carolina graduate leading marketing at Alphavest. Building the brand, creating meaningful client experiences and bringing the firm’s ideas, events and relationships to life.
Jackie Berenyi
Wealth Management Intern
College of Charleston student gaining hands-on experience as Wealth Management Intern at Alphavest. Learning every side of the business and bringing a next-generation perspective to the future of the firm.
Don’t book a call. Don’t sit through a pitch. Just send us one brokerage statement.
Within 48 hours, we’ll show you what you’re actually paying — every fee, named and totaled — and what those numbers are quietly costing you over the life of your money. Most women who see it have the same reaction: nobody ever showed me this before.
Because here’s the thing about fees: you’re paying them either way. The only question is where and what you’re getting for them. A firm that earns its fee shows you the whole picture, including the parts that don’t flatter the industry. Consider this the first proof.
No obligation. Just the truth about your money, in writing.
Already know you’re ready for the deeper work? Start with Perfect Day
Show me what I’m paying