Alpha Capital Management Group LLC

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Assets, Funds, Holdings

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Alpha Capital Management Group LLC
CRD #283624
SEC #801-107838
CIK #0001848016
AUM $421.9 MM (2024-03-28)
Employees 4 (100% Investors, 0% Brokers)
Phone303-900-1919
Address250 Fillmore Street
Denver, CO 80206
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 65 22.8
(b) Individuals (high net worth individuals) 16 39.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 394 359.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 475 421.9
By Discretionary
Discretionary 411 102.6
Non-Discretionary 64 319.3
Total 475 421.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 421.9
Total 475 421.9
EDGAR Form CIK 2011 - 2024
D [0001848016]
Comparable Firms State AUM ($BB)
Milestone Financial Planning LLC
NH 0.4
Seed Planning Group LLC
NY 0.4
Convergence Financial LLC
MO 0.4
Lifeworks Advisors LLC
MI 0.4
Peavine Capital LLC
NV 0.4
Hinds Financial Group Inc
CO 0.4
Flagship Wealth Advisors LLC
MA 0.4
TRG Advisors Inc
FL 0.4
Acorn Creek Capital LLC
CO 0.4
Triumph Capital Management
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