ALPHA CAPITAL MANAGEMENT GROUP LLC

RIASEC RegisteredEst. 2016

Total AUM

$734M

Discretionary

$83M

11% of AUM

Avg account

$1.2M

Accounts

618

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 283624
Registered since: May 17, 2016
Website: alphacmg.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans85.1%
HNWI9.03%
State / Municipal Government3.6%
Individuals1.86%
Charitable Organizations0.36%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Alpha Capital Management Group LLC is an independent registered investment adviser that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional relationships, and it combines portfolio management with financial planning and pension consulting services. Alpha Capital also operates as an insurance broker and charges clients via a mix of percentage-of-assets and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; instead its model centers on advice and implementation for private clients and small businesses.