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| Keyboard |
| Alexander Capital Wealth Management LLC
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|---|---|
| CRD # | 157714 |
| SEC # | 801-112997 |
| CIK # | |
| AUM | 238.1 M (2026-04-24) |
| Employees | 36 (97% Investors, 100% Brokers) |
| Phone | 212-687-5650 |
| Address | 10 Drs James Parker Blvd Red Bank, NJ 07701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 542 | 73.9 |
| (b) Individuals (high net worth individuals) | 72 | 164.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,051 | 238.1 |
| By Discretionary | ||
| Discretionary | 740 | 201.8 |
| Non-Discretionary | 311 | 36.3 |
| Total | 1,051 | 238.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.1 | |
| Total | 1,051 | 238.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Smith Bruer Advisors LLC
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FL | 238.5 M |
|
Goalfusion Wealth Management LLC
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238.5 M | |
|
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|
JM2 Capital Inc
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Acute Investment Advisory LLC
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Rachor Investment Advisory Services LLC
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|
Kelley Investments LLC
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238.0 M | |
|
3J Capital Partners Ltd
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238.0 M | |
|
Golden Road Advisors LLC
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FL | 237.7 M |
|
Fortune 45 LLC
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LA | 237.7 M |