Glasgow, MO Office

Team
Updated today
Alexander Capital Wealth Management LLC logo

Alexander Capital Wealth Management LLC

Multi-team

Firm-wide stats for Alexander Capital Wealth Management LLC

Total advisors

33

Across 22 offices

Clients per advisor

19 Very Low

Avg AUM per client

$387,750 Low

HNW client ratio

12% Low

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.

Based on Alexander Capital Wealth Management LLC

Expertise

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

Based on Alexander Capital Wealth Management LLC

Location

518 First Street

Glasgow MO 65254

Advisors at this office

2

Advisors at this office

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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

Scott M

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. 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, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
View complete list of advisors at this office
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