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Kenneth P. Alevras, CPA Inc.
The firm is organized around the individual practice of Kenneth P. Alevras, a licensed CPA.
Kenneth P. Alevras, CPA Inc.
The firm is organized around the individual practice of Kenneth P. Alevras, a licensed CPA. The entity name suggests a traditional tax and accounting practice that, like many sole-practitioner CPA firms serving affluent clients, likely operates as a multi-generational financial steward. The corporate suffix ".INC." indicates a professional corporation structure, common for licensed accountants seeking liability protection in states such as California, New York, or Illinois. The practice's primary value proposition is the integration of tax compliance, estate planning, and investment oversight — a model that can place it in competition with both regional CPA firms and registered investment advisors. Without a public website, the firm's asset-class mix and deployment strategy are not visible, though CPA-led practices of this type frequently coordinate external managers for liquid portfolios, direct real estate holdings, and private placement memoranda sourced through personal networks. Scale is inherently constrained by the sole-practitioner model. This structure provides a high degree of client intimacy but limits the available capital for dedicated in-house investment teams, suggesting that any investment management function is conducted on an advisory or asset-allocation basis rather than as a discretionary separate account platform. The structural differentiator is the professional's fiduciary obligation as a Certified Public Accountant, combining tax planning with wealth management under a single engagement letter. This differs from a pure registered investment advisor or multi-family office by anchoring the relationship in recurring tax preparation, which provides annual visibility into the entirety of a client's balance sheet.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Kenneth P. Alevras
Principal
Frequently asked questions
How does Kenneth P. Alevras, CPA Inc. integrate investment management with tax services?
As a CPA-led practice, the firm is structured to coordinate investment decisions with tax compliance and planning. Alevras, as the named principal, holds the professional certification that gives him direct visibility into a client's full tax return, enabling tax-alpha strategies such as tax-loss harvesting, entity structuring for pass-through income, and charitable remainder trust optimization. This integration is the primary advantage of a CPA-led advisory model over a standalone asset manager, as decisions are made with an immediate understanding of marginal tax brackets, estate tax thresholds, and realized-gain consequences.
Is this firm a registered investment advisor?
The public record does not confirm a separate RIA registration for Kenneth P. Alevras, CPA Inc. Many CPA firms provide investment advice under the Accountant's exemption or through a related RIA entity. Without a public Form ADV or website disclosure, the exact regulatory posture is not verifiable, though the professional corporation structure is built for a licensed CPA practice rather than a pure asset-management firm.
Who is Kenneth P. Alevras?
Kenneth P. Alevras is the named principal and licensed CPA behind the incorporated professional practice. The firm structure indicates he operates with the personal liability protection of a professional corporation. His client base is not publicly disclosed, but sole-practitioner CPAs often serve business owners, executives, and multi-generational families concentrated within a single metropolitan region.
Does the firm make direct private investments or commit to funds?
CPA-led practices of this scale generally do not operate dedicated private-investment vehicles. Any exposure to private assets — such as real estate, private equity, or venture capital — is typically structured through client-by-client contributions to externally sponsored partnerships or direct purchases of property. The firm is positioned more as a gatekeeper and tax advisor for such transactions rather than a fund sponsor.
What is the geographic focus of the firm?
A precise location is not publicly available. The incorporation structure and the absence of a national brand suggest the firm serves a geographic cluster of clients, almost certainly within a single US metropolitan area. This hyper-local orientation is consistent with sole-practitioner CPAs who depend on community referrals and long-standing personal relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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