Alpha Squared Capital, LLC

RIAState Registered
Total AUM
$35.4M
Discretionary
$35.4M
100% of AUM
Avg account
$166K
Accounts
213
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
300797
Registered since
March 18, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals57.14%
  • HNWI42.86%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Alpha Squared Capital, LLC is an independent registered advisory firm organized as a limited liability company and owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentages of assets under management, hourly charges, and fixed-fee engagements. The adviser is newly formed and lists a real estate broker affiliation that may support its real estate activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 19%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents19%

Owners & executives

1 of 1
  • Corbin Hixson

    Corbin Hixson

    CEO, Investment Advisor, Portfolio ManagerCRD 6704588

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
5020 E Shea Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth