Alpha Capital Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328727
- Website
- www.acapwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.07%
- Individuals25.41%
- Pension & Profit Sharing Plans3.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alpha Capital Wealth Advisors, LLC is an independent, Virginia-registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory menu centers on discretionary portfolio management for individuals, small businesses and institutional entities, and the firm lists pension consulting services among its activities. The firm’s filings indicate a preference for equity-oriented strategies and it does not present itself as an ESG-focused or multistate adviser.
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 Equities69%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Enroute Wealth Management, LLC
RIABespoke Financial Planning, LLC
RIAJLP Investments
RIAJacksonville, FL
Tilden Path Capital LLC
RIAEighth Wonder Investments
RIAFargo, ND
Ames Financial Services
RIALakewood, CA