Alpha Capital Management
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 121703
- Registered since
- November 21, 2002
- Website
- www.alphacapm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.91%
- Individuals9.62%
- Charitable Organizations2.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alpha Capital Management is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2002 and provides fee-based portfolio management to both individual/family clients and institutional or business clients. Its advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutions. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities88%
- US Government Bonds11%
- Cash & Cash Equivalents1%
Contacts
3 of 6Raymond Bergman
Financial AdvisorCRD 2129377
Michael Turner
Founding Partner & Portfolio ManagerCRD 2764797
Buddie Ballard
Founding Partner & Portfolio ManagerCRD 1580166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$404M in ETFs
89%
$358M
6%
$46.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $80.4M | 1,094,723 | 19.89% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5407 Parkcrest Dr
- Time zone
- CT (UTC-6)
- Office locations
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