Memphis, TN Office
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Alden Capital
Team
Firm-wide stats for Alden Capital
About
Alden Capital Management serves a broad mix of individual clients (including high‑net‑worth individuals), retirement plans, non‑profit entities, other registered investment advisers, and pooled investment vehicles, managing roughly $1.5 billion in client assets. The firm provides discretionary and non‑discretionary portfolio management, sub‑advisory services, and retirement plan fiduciary support, including 3(21)/3(38) plan services and executive benefits design for small and mid‑sized employers.
Alden emphasizes customized asset allocation and a mix of internally managed strategies, third‑party managers, and model portfolios to meet client objectives, using a proprietary set of Asset Allocation Portfolios and separately managed accounts. Delivery is centered on its Alden COVE platform, which the firm uses to unify household reporting, enable advisor-as‑PM and sub‑advisory structures, and integrate held‑away account management through third‑party technology.
What distinguishes Alden from many peers is its role as a private fund adviser and sponsor — notably managing a private limited partnership focused on financial institutions — and its use of performance‑based fee arrangements and side‑by‑side management for certain strategies. The firm also operates an affiliated broker‑dealer relationship and a platform model that routes sub‑advisory relationships and revenue‑sharing with third‑party managers; these structural arrangements and technology integrations are less common among similarly sized multi‑team advisors.
Based on Alden Capital
Expertise
Based on Alden Capital
Location
Memphis TN
Advisors at this office
2
Advisors at this office
Robert B
Series 63, Series 66
Memphis, TN
Alden Capital
Robert Burns is a financial advisor at Alden Capital with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stephens Inc. and Mortgage Industry Advisors Corporation. Burns is based in Memphis, TN. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm combines proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform and provides sub-advisory services, fee-only financial planning, and retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.
Craig W
Series 63, Series 65
Memphis, TN
Alden Capital
Craig Wiener is a financial advisor with Alden Capital based in Memphis, TN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior roles include positions at Realta Investment Advisors and Wunderlich Securities. Alden Capital Management serves individual clients, retirement plans, non-profit entities, other advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation and a proprietary platform that integrates multiple management approaches and technologies.
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