Overview
Assets Under Management: $766 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 175
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.27
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,234
Discretionary Accounts: 1,192
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 121703
Last Filing Date: 2025-02-25 00:00:00
Website: https://alphacapm.com