Alpha Squared Capital, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 300797
- Registered since
- March 18, 2019
- Website
- alphasquaredcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.14%
- HNWI42.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Alpha Squared Capital, LLC is an independent registered advisory firm organized as a limited liability company and owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentages of assets under management, hourly charges, and fixed-fee engagements. The adviser is newly formed and lists a real estate broker affiliation that may support its real estate 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 Equities53%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents19%
Owners & executives
1 of 1
Corbin Hixson
CEO, Investment Advisor, Portfolio ManagerCRD 6704588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 5020 E Shea Blvd
- Time zone
- MT (UTC-7)
- Office locations
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