Disclosures
Form ADV Part 2B
Brochure Supplement
Alphavest
A division of
Red Triangle LLC
75 Port City Landing
Suite 110
Mt. Pleasant, SC 29464
Phone: 866-662-5742
Fax: 843-573-7298
Website: www.alphavest.com
Helen Coker “Cokie” Cox(formerly Helen Coker Berenyi)
This brochure supplement provides information about Cokie Cox that supplements the Alphavest brochure that you should have received. Please contact the firm at 866-662-5742 if you did not receive Alphavest brochure or if you have any questions about the contents of this supplement.
Additional information about Cokie Cox is available on the SEC’s website at www.adviserinfo.sec.gov. The CRD registration number for Helen Cokei Cox is 2747518.
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCEItem 2
Helen Coker “Cokie” Cox (formerly Helen Coker Berenyi)
Year of Birth: 1973
Education:
| Name of School | Years Attended | Year Graduated | Degree | Major |
|---|---|---|---|---|
| Clemson University | 1991 to 1995 | 1995 | BS | Financial Management |
Business Background:
| Name of Employer | Type of Business | Title | Period of Employment |
|---|---|---|---|
| Red Triangle, LLC (d/b/a Alphavest) | Investment Adviser | Managing Member/ Advisory Representative/ Chief Compliance Officer | 08/2008 to Present |
| Wealth Enhancement & Preservation of GA, LLC (d/b/a Wealth Enhancement & Preservation) | Investment Adviser | Investment Adviser Representative | 03/2016 to 10/2023 |
| Interstate Johnson Lane/ Wachovia Securities | Broker/Dealer and Investment Adviser | Registered Representative Advisory Representative | 04/1996 to 08/2008 |
DISCIPLINARY INFORMATIONItem 3
Cokie Cox is currently not subject to, nor has ever been subject to, any material legal or disciplinary events.
OTHER BUSINESS ACTIVITESItem 4
Cokie Cox is not actively engaged in any other investment-related business or occupation.
ADDITIONAL COMPENSATIONItem 5
Cokie Cox does not receive an economic benefit (i.e., sales awards and other prizes) from a non-client for providing advisory services.
SUPERVISIONItem 6
Cokie Cox is an Advisory Representative of Red Triangle, LLC. She is also the Managing Member and Chief Compliance Officer of the firm and consequently does not report to a supervisor. She may be contacted at (866) 662-5742.
REQUIREMENTS FOR STATE REGISTERED ADVISERSItem 7
State registered investment adviser representatives are required to disclose all material facts regarding certain legal, disciplinary or financial events that would be material to the evaluation of the representative. Ms. Cox is currently not subject to, nor has ever been subject to, any legal, disciplinary or financial events of this nature.
Kenson Marbut
This brochure supplement provides information about Kenson Marbut that supplements the Alphavest brochure that you should have received. Please contact the firm at 866-662-5742 if you did not receive Alphavest brochure or if you have any questions about the contents of this supplement.
Additional information about Kenson Marbut is available on the SEC’s website at www.adviserinfo.sec.gov. The CRD registration number for Kenson Marbut is 7805661.
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCEItem 2
Kenson Marbut
Year of Birth: 2000
Education:
| Name of School | Years Attended | Year Graduated | Degree | Major |
|---|---|---|---|---|
| University of Georgia Grady College of Journalism and Mass Communication | 2019 to 2023 | 2023 | BA | Public Relations |
Business Background:
| Name of Employer | Type of Business | Title | Period of Employment |
|---|---|---|---|
| Red Triangle, LLC (d/b/a Alphavest) | Investment Adviser | Client Continuity & Associate Advisor | 03/2026 to Present |
| Raymond James & Associates, Inc. | Investment Adviser | Registered Representative | 11/2025 to 03/2026 |
| Wells Fargo Advisors Financial Network, LLC | Investment Adviser | Registered Representative | 08/2023 to 10/2025 |
| Christopher Mobley | Sales Associate | 01/2023 to 05/2023 |
DISCIPLINARY INFORMATIONItem 3
Kenson Marbut is currently not subject to, nor has ever been subject to, any material legal or disciplinary events.
OTHER BUSINESS ACTIVITESItem 4
Kenson Marbut is not actively engaged in any other investment-related business or occupation.
ADDITIONAL COMPENSATIONItem 5
Kenson Marbut does not receive an economic benefit (i.e., sales awards and other prizes) from a non-client for providing advisory services.
SUPERVISIONItem 6
Kenson Marbut reports to Cokie Cox, who is the Managing Member and Chief Compliance Officer of the firm. Ms. Cox may be contacted at (866) 662-5742.
REQUIREMENTS FOR STATE REGISTERED ADVISERSItem 7
State registered investment adviser representatives are required to disclose all material facts regarding certain legal, disciplinary or financial events that would be material to the evaluation of the representative. Ms. Marbut is currently not subject to, nor has ever been subject to, any legal, disciplinary or financial events of this nature.