Premium Alpha Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338140
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Premium Alpha Capital, LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage of assets under management and focuses on direct advisory relationships rather than institutional consulting or capital allocation. Its client base is individual and family-oriented; filings indicate the adviser does not position itself as an ESG-focused manager, a pension consultant, or a multi-state adviser. Advisory activity centers on discretionary portfolio management for individual and small business clients. Ownership is held by an individual, and the adviser is classified as unclassified in the snapshot filing. The firm does not appear to operate as a related adviser or a multi-service wealth platform.
Assets & Accounts
Public Holdings
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 Equities60%
- Derivatives20%
- Cash & Cash Equivalents20%
Contacts
1 of 1Ryan Green
CRD 8143705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
W.H. Lewis Financial, LLC
RIAStepping Stone Advisors, LLC
RIAWholeness Financial
RIASelect Investment Services
RIASanta Barbara, CA
Invasor Capital Management, LLC
RIAScottsdale, AZ
NPW Inc.
RIAOakville, Ontario