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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Capital Management Group LLC
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| CRD # | 283624 |
| SEC # | 801-107838 |
| CIK # | 0001848016 |
| AUM | $613.5 M (2025-03-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 303-900-1940 |
| Address | 250 Fillmore Street Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 16.3 |
| (b) Individuals (high net worth individuals) | 26 | 52.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 373 | 541.2 |
| (h) Charitable organizations | 1 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 613.5 |
| By Discretionary | ||
| Discretionary | 84 | 72.3 |
| Non-Discretionary | 373 | 541.2 |
| Total | 457 | 613.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 613.5 | |
| Total | 457 | 613.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001848016] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WMG Financial Advisors LLC
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|
TN | 0.6 |
|
Lazari Capital Management Inc
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|
CA | 0.6 |
|
Northcape Wealth Management LLC
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NY | 0.6 |
|
Tamarisk Financial LLC
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MI | 0.6 |
|
Professional Financial Advisors LLC
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NE | 0.6 |
|
Heirloom Wealth Management LLC
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|
CO | 0.6 |
|
Front Street Capital Management Inc
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|
MT | 0.6 |
|
Prosperitas Financial LLC
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|
CA | 0.6 |
|
Stordahl Capital Management Inc
✚
|
CO | 0.6 |
|
LMG Wealth Partners LLC
✚
|
LA | 0.6 |