Alpha Capital Family Office, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 307521
- Registered since
- February 28, 2020
- Website
- acfamilyoffice.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.68%
- Individuals6.82%
- Corporations / Businesses2.55%
- Charitable Organizations0.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alpha Capital Family Office, LLC is an independent registered investment adviser that began SEC registration in 2020. It positions itself as a capital allocator for individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm charges clients via a percentage-of-AUM fee schedule and fixed fees. Alpha Capital identifies as an allocator that combines liquid public exposures with third‑party alternative fund investments and private placements. The firm does not identify as an active ESG investor and does not list pension consulting or multi‑state adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities30%
- Public Funds/Mutual Funds28%
- Other22%
- State & Local Bonds19%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5750 S Ulster Cir E
- Time zone
- MT (UTC-7)
- Office locations
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