Overview
Assets Under Management: $140 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 74
Average Client Assets: $3 million
Frequently Asked Questions
ALPHA CAPITAL FAMILY OFFICE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307521), ALPHA CAPITAL FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
ALPHA CAPITAL FAMILY OFFICE, LLC is headquartered in GREENWOOD VILLAGE, CO.
ALPHA CAPITAL FAMILY OFFICE, LLC serves 74 high-net-worth clients according to their SEC filing dated December 20, 2024. View client details ↓
According to their SEC Form ADV, ALPHA CAPITAL FAMILY OFFICE, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALPHA CAPITAL FAMILY OFFICE, LLC manages $140 million in client assets according to their SEC filing dated December 20, 2024.
According to their SEC Form ADV, ALPHA CAPITAL FAMILY OFFICE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 416
Discretionary Accounts: 415
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 307521
Last Filing Date: 2024-12-20 00:00:00
Website: https://acfamilyoffice.com