ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$238M
Discretionary
$202M
85% of AUM
Avg account
$227K
Accounts
1,051
Employees
36
Advisory reps
39

Firm details

Headquarters
RED BANK, New Jersey
CRD number
157714
Registered since
April 30, 2018
Website
alexandercapitallp.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.96%
  • Individuals31.04%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alexander Capital Wealth Management LLC is an SEC-registered independent registered investment adviser formed as an LLC and designated as owner-operated. Registered in 2018, the firm serves individual and family clients and positions itself as a capital allocator, combining discretionary portfolio management for individuals and small businesses with manager selection services. Its fee model blends a percentage-of-AUM charge with fixed fees. The firm reports relationships with broker-dealers, other investment advisers, an insurance company, and acts as sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 32%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • ROBERT OMOHUNDRO

    Founder and CEOCRD 2415942

Contacts

3 of 38

  • Rudy Anguiano

    Wealth AdvisorCRD 5188950

  • JOHN WILLIAMSON

    Investment Advisor RepresentativeCRD 2357023

  • PAUL MESSINA

    Managing DirectorCRD 5897543

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

RED BANK, NJ

MONMOUTH

Location

RED BANK, NJ

Headquartered in RED BANK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
10 Drs James Parker Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth