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Alexander Capital Wealth Management LLC

Updated today

Client AUM

$238,078,668

Clients

614

Advisors

33

across 22 offices

About

Alexander Capital Wealth Management LLC provides investment advisory services to individual and high‑net‑worth clients and also contracts with certain institutional clients and issuers for capital markets and M&A advisory work. The firm manages client portfolios across multiple advisory teams and sponsors wrap‑fee programs while also recommending third‑party money managers.

Its investment process combines proprietary technical analysis with fundamental review to support a top‑down, asset‑allocation focus that emphasizes low‑beta sector and macro momentum adjustments; the firm uses discretionary management, sub‑advisers, and model portfolios in implementing strategies. ACWM also utilizes third‑party platforms (including Envestnet/RBC wrap programs) for execution, custody, and overlay services.

The firm’s brochure does not describe a standalone financial planning offering, and fee arrangements are largely percentage‑of‑assets rather than fixed‑fee engagements, with fixed fees noted only as negotiable in certain cases. ACWM’s affiliated broker‑dealer and insurance relationships and its provision of capital‑markets/M&A advisory are notable operational features that can create additional referral and compensation considerations compared with many peers.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies

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Fee options

Fixed

Fixed fees for portfolio management services may be charged and are negotiable; specific amounts not disclosed.

Percentage

$0+: 0.25% - 2.00% annually (varies by assets under management, type/complexity of services and level of administration requested) No minimum for wrap fee programs+: 0.10% - 2.00% annually (wrap fee program fees vary and are negotiated per client)

Commissions

Commissions received by affiliated broker-dealer representatives on securities transactions and insurance products, separate from advisory fees.

Other

Minimum fee: Fixed fees are negotiable and agreed upon in the advisory agreement, no specific amounts disclosed. Fee-only: Fee-only basis for capital markets and Mergers & Acquisitions advisory services; fees vary depending on client needs and scope of services.

Main office

See office

10 Drs James Parker Blvd, Suite 202

Red Bank NJ 07701

Advisors at this office

5

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Louisiana · Missouri · Nebraska · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · South Carolina · Texas · Utah · Washington

Also doing business as

Alexander Capital Wealth Management LLC · Alexander Capital, L.P. · Arthur Morris Liffestyle Wealth Management · Axio Wealth Strategies · Lcore Wealth Management LLC · Medax Capital · Pivot Professional Partners

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jobani S

Series 63, Series 66

Downey, CA

Alexander Capital Wealth Management LLC

Jobani Sanabria is a financial advisor with Alexander Capital Wealth Management LLC in Downey, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2025. Outside of his advisory role, he is involved as an insurance agent with Midland National Life Insurance, selling annuity and life insurance products. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as certain institutional clients and issuers. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Scotty G

Series 63, Series 65

New York, NY

Alexander Capital Wealth Management LLC

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Kevin K

Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Kevin Kulins is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at State Farm VP Management Corp, MassMutual Life Insurance Co., and Edward Jones. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients, managing portfolios through multiple advisory teams and employing a combination of proprietary technical analysis and fundamental review to guide asset allocation.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Alec S

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

Alec Seccafico is a financial advisor with Alexander Capital Wealth Management LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Alexander Capital LP. He is also an independent contractor with Alexander Capital Insurance Agency LLC. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, providing investment advisory and capital markets/M&A advisory services. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis and fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Edward P

CFP®, Series 63, Series 65

Huger, SC

Alexander Capital Wealth Management LLC

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He is also a licensed CPA in New York and provides financial planning advice for clients of Gabor and Associates. Additionally, he is involved in insurance sales, including life insurance and indexed annuities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and certain institutional clients, employing a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Steven B

Series 63, Series 66

Red Bank, NJ

Alexander Capital Wealth Management LLC

Steven Bencivenga Jr. is a financial advisor with Alexander Capital Wealth Management LLC in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Laidlaw Wealth Management and Laidlaw and Company for over a decade. Outside of his advisory work, he owns SMSA Enterprises, Inc., a non-investment business focused on expense and tax planning. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and certain institutional clients, managing portfolios through multiple advisory teams. The firm employs a top-down, asset-allocation approach combining proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Robert O

CFP®, Series 63

Atlanta, GA

Alexander Capital Wealth Management LLC

Robert Omohundro is a CFP® professional with 32 years of industry experience currently serving at Alexander Capital Wealth Management LLC since 2020. His prior experience includes positions at Centaurus Financial Inc., J P Turner & Company Capital Management, Mass Mutual Investors Services, and Wells Fargo Advisors. Outside of his advisory role, he is involved in consulting on senior planning, divorce, and tax planning through All Bridge Consulting LLC and has a connection to a creative arts company focused on children's books. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down, asset-allocation investment process that incorporates proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Vito F

Series 63, Series 66

Newport Beach, CA

Alexander Capital Wealth Management LLC

Vito Francone is a financial advisor with Alexander Capital Wealth Management LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Independent Financial Group Inc, and he has worked as an insurance agent for over 20 years. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Stephen G

Series 63, Series 66

Red Bank, NJ

Alexander Capital Wealth Management LLC

Stephen Guercio is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Alexander Capital Wealth Management since 2017, as well as Alexander Capital, LP and Clarkdoge Dodge & Co. Guercio is also involved in an insurance agency on a commission basis. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down investment approach combining proprietary technical analysis with fundamental review, managing portfolios through multiple advisory teams and third-party managers.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

John S

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

John Slipek is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Alexander Capital in various capacities since 2012. Outside of his advisory role, he serves as president of J Slipek Corp., a holding company used to manage personal expenses, and is a passive shareholder in IBC Holdings, a digital media company focused on financial analytical tools. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies and documented due diligence in its investment process.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Michael E

Series 63, Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Sean M

Series 63, Series 65

Dallas, TX

Alexander Capital Wealth Management LLC

Sean Murphy is a financial advisor at Alexander Capital Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, where he manages VIP customer relations for liquor brands at Dallas Mavericks and Dallas Stars games. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, institutional clients, and issuers, combining proprietary technical analysis with fundamental review to manage portfolios using discretionary management, sub-advisers, and model portfolios. The firm also offers capital markets and M&A advisory work alongside wrap-fee programs and third-party money manager recommendations.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Nick F

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

Nick Filippo is a financial advisor at Alexander Capital Wealth Management LLC in Red Bank, NJ, with 10 years of industry experience. He has been with Alexander Capital Wealth Management since 2020 and has worked at Alexander Capital LP/Alexander Capital Securities since 2015. Filippo holds the Series 63 and Series 65 designations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often using wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and oversees approximately $212.1 million in discretionary assets under management.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Dustin B

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Jeremy P

Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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