ALPHA CAPITAL LLC

RIASEC Registered

Total AUM

$67.8M

Discretionary

$67.8M

100% of AUM

Avg account

$282K

Accounts

240

Employees

Advisory reps

Firm details

Headquarters: LUBBOCK, Texas
CRD number: 321194
Website: alphacapitalstrategies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.3%
Individuals48.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alpha Capital LLC is an independently owned RIA organized as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including services to small businesses and institutional or business clients. Its advisory scope also covers pension consulting and the selection of third‑party advisers. Fee arrangements combine AUM-based fees with hourly and fixed‑price engagements. The firm does not characterize itself as an active ESG investor and is not registered as a multi‑state or newly formed adviser.