# Kenneth P. Alevras, CPA Inc.

Kenneth P. Alevras, CPA Inc. is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 128982
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128982

## About

Kenneth P. Aletras, CPA, Inc. is a state-registered investment adviser with its main office in Florham Park, New Jersey. The firm is headquartered there.

## People

- Kenneth P. Alevras — Principal

## 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.

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Last updated: 2026-08-14T12:30:00.000Z

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