Premium Alpha Capital, LLC
RIAState 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
FINTRXOverview
Premium Alpha Capital, LLC is an independent, Wisconsin-registered limited liability company that provides fee-based portfolio management to individuals and small businesses. The firm is owned by an individual and concentrates on discretionary wealth management under a percentage-of-AUM billing structure. It does not position itself as a capital allocator, does not market ESG investing, and focuses on clients in its state of registration rather than operating as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Derivatives20%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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