CAPITAL ALLIANCE WEALTH MANAGEMENT

Overview

Capital Alliance Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on fee-based relationships with high-net-worth individuals, families and a limited set of institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services, delivered through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity is equity-heavy: the firm favors exchange-traded securities as the core building block of client portfolios and uses third-party managers for targeted alternative exposure. Capital Alliance does not position itself as a large capital allocator; instead it runs discretionary portfolios directly while selectively allocating to external real estate managers and deploying mutual funds and annuities to meet income, diversification and liability-matching objectives. The firm does not identify as an active ESG investor and operates without broad multi-state footprints, suggesting a concentrated regional client base and hands-on advisory model.

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Location & Offices