Alder Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alder Capital is an SEC‑registered advisory firm founded in 2026 that provides discretionary wealth management, investment management, financial planning, and fund advisory services to high‑net‑worth individuals, family offices, trusts, estates and institutions, as well as privately offered pooled funds. The firm constructs portfolios using ETFs, options, stocks, bonds, mutual funds and alternative investments and may recommend independent third‑party managers for portions of client accounts.
The firm describes a primarily long‑term, fundamentally driven investment approach while retaining discretion to buy, sell or reallocate positions to meet client objectives and market conditions; portfolios are tailored by asset allocation, manager selection and tax considerations and are monitored on an ongoing basis with formal reviews at least annually. Alder also emphasizes client engagement and oversight of independent managers, and it documents restrictions, suitability and periodic reporting as part of its wealth management process.
What is distinctive about Alder compared with many peers is its active role managing a related private fund and its use of performance‑based compensation arrangements for qualified investors, which the firm discloses can create conflicts of interest and describes steps to mitigate (for example, disclosures, a code of ethics, and fee accommodations on invested fund assets). The firm is small and newly established (three advisory professionals, AUM to be reported in subsequent filings) and explicitly discloses potential conflicts from recommending affiliated investments and from personal trading policies.
Client services
Expertise
Fee options
$0+: 0.50% annually (lowest tier) +: up to 1.50% annually (highest tier, based on factors)
Up to 20% carried interest on profits in Funds for qualified clients, calculated as American deal-by-deal distribution waterfall.
Fee-only: Wealth management fees range from 0.50% to 1.50% annually based on scope, asset level, complexity, and relationship.
Main office
See office514 Via De La Valle, Suite 203
Solana Beach CA 92075
Advisors at this office
2
Offices (2)
Most active in
California
Also doing business as
Alder Capital · Alder Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James L
Series 66
San Francisco, CA
Alder Capital
James Licosati is a financial advisor at Alder Capital with one year of industry experience. He holds the Series 66 designation and has prior work history at LPL Financial LLC and DeVoe & Company. Alder Capital is an SEC-registered advisory firm serving high-net-worth individuals, family offices, trusts, estates, and institutions with discretionary wealth management, investment management, and financial planning. The firm employs a long-term, fundamentally driven investment approach and actively manages a related private fund while emphasizing client engagement and oversight of independent managers.
Michael L
Series 66, Series 65
Solana Beach, CA
Alder Capital
Michael Licosati is a financial advisor at Alder Capital with nine years of industry experience. He holds Series 65 and Series 66 designations. His work history includes positions at Pacific Point Advisors and Alder Capital, LLC. Alder Capital is an SEC-registered advisory firm serving high-net-worth individuals, family offices, trusts, estates, and institutions. The firm uses a primarily long-term, fundamentally driven investment approach with discretionary portfolio management and emphasizes client engagement and oversight of independent managers.
Brandon H
CFP®, Series 66
Solana Beach, CA
Alder Capital
Brandon Healy is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He currently serves as an advisor at Alder Capital, a firm he joined in 2026 after working at Pacific Point Advisors and Fidelity Investments. He is also a licensed insurance agent involved in implementing insurance recommendations. Alder Capital is an SEC-registered advisory firm that provides discretionary wealth management, investment management, financial planning, and fund advisory services to high-net-worth individuals, family offices, trusts, estates, and institutions. The firm employs a primarily long-term, fundamentally driven investment approach and actively manages related private funds, offering tailored portfolios and performance-based compensation arrangements for qualified investors.
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