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| Keyboard |
| Alpha Capital Family Office LLC
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|
|---|---|
| CRD # | 307521 |
| SEC # | 801-118157 |
| CIK # | |
| AUM | 295.9 M (2026-06-30) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 303-900-0185 |
| Address | 5750 S Ulster Circle East Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 20.2 |
| (b) Individuals (high net worth individuals) | 83 | 265.4 |
| (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 | 2.8 |
| (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 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 295.9 |
| By Discretionary | ||
| Discretionary | 523 | 218.5 |
| Non-Discretionary | 12 | 77.4 |
| Total | 535 | 295.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.9 | |
| Total | 535 | 295.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Interwealth Management LLC
✚
|
AZ | 298.0 M |
|
Innovative Asset Advisors Group LLC
✚
|
CT | 297.9 M |
|
Stern Capital Management Inc
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NJ | 297.7 M |
|
Beacon Financial Advisors Ltd
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TX | 296.9 M |
|
Fearless Solutions LLC
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TX | 296.4 M |
|
The Yanker Group Inc
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MO | 296.4 M |
|
Letson Investment Management Inc
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|
296.3 M | |
|
Trace Wealth Advisors LLC
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|
295.0 M | |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 294.3 M |
|
Baugh & Associates LLC
✚
|
GA | 294.2 M |