Alder Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Solana Beach, California
CRD number
343367
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alder Capital is organized as a limited liability company and is registered with the SEC, with registration recorded in 2026. The firm is described as a capital allocator and is newly formed. Ownership is held by an individual. Advisory services on the record include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm reports a fee model that combines a percentage-of-assets structure with performance-based fees. Alder Capital does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Solana Beach, CA

San Diego

Location

Solana Beach, CA

Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
514 Via De La Valle
Time zone
PT (UTC-8)
Office locations

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