Alexander Capital Wealth Management LLC
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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
Expertise
Fee options
Fixed fees for portfolio management services may be charged and are negotiable; specific amounts not disclosed.
$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 received by affiliated broker-dealer representatives on securities transactions and insurance products, separate from advisory fees.
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 office10 Drs James Parker Blvd, Suite 202
Red Bank NJ 07701
Advisors at this office
5
Offices (22)
Red Bank, NJ
10 Drs James Parker Blvd, Suite 202, Red Bank, NJ 07701
5 advisors
Atlanta, GA
9040 Rosewell Road, Suite 350, Atlanta, GA 30350
4 advisors
The Villages, FL
11834 Cr 101, Suite 203, The Villages, FL 32162
3 advisors
Glasgow, MO
518 First Street, Glasgow, MO 65254
2 advisors
Huger, SC
Huger, SC
2 advisors
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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.
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Advisors at this firm
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