Overview
Assets Under Management: $734 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 36
Average Client Assets: $1.8 million
Frequently Asked Questions
ALPHA CAPITAL MANAGEMENT GROUP 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 #283624), ALPHA CAPITAL MANAGEMENT GROUP LLC is subject to fiduciary duty under federal law.
ALPHA CAPITAL MANAGEMENT GROUP LLC is headquartered in DENVER, CO.
ALPHA CAPITAL MANAGEMENT GROUP LLC serves 36 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, ALPHA CAPITAL MANAGEMENT GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ALPHA CAPITAL MANAGEMENT GROUP LLC manages $734 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, ALPHA CAPITAL MANAGEMENT GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.03%
Average Client Assets: $1.8 million
Total Client Accounts: 618
Discretionary Accounts: 235
Non-Discretionary Accounts: 383
Regulatory Filings
CRD Number: 283624
Filing ID: 2071156
Last Filing Date: 2026-03-26 11:47:55