Alexander Capital Wealth Management LLC

Overview

Alexander Capital Wealth Management LLC is an independent registered investment adviser that provides fee-based wealth management to individual and family clients. The firm is organized as an LLC and is owned by an individual principal. It positions itself as a capital allocator, offering portfolio management for individuals and small businesses and the selection of third-party advisers rather than running a primarily in-house active manager model. Compensation comes through a mix of percentage-of-assets and fixed fees. The firm reports a business footprint that extends into broker‑dealer, insurance and adviser affiliates and notes activities that include acting as sponsor, general partner or managing member of pooled investment vehicles. Alexander Capital does not identify itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices