Premium Alpha Capital, LLC

RIASEC Registered
Total AUM
$540K
Discretionary
$540K
100% of AUM
Avg account
$270K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338140
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Premium Alpha Capital, LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage of assets under management and focuses on direct advisory relationships rather than institutional consulting or capital allocation. Its client base is individual and family-oriented; filings indicate the adviser does not position itself as an ESG-focused manager, a pension consultant, or a multi-state adviser. Advisory activity centers on discretionary portfolio management for individual and small business clients. Ownership is held by an individual, and the adviser is classified as unclassified in the snapshot filing. The firm does not appear to operate as a related adviser or a multi-service wealth platform.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Exchange Traded Equities 60%, Derivatives 20%, Cash & Cash Equivalents 20%60%
  • Exchange Traded Equities60%
  • Derivatives20%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Ryan Green

    Ryan Green

    CRD 8143705

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth