Huger, SC Office
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Alexander Capital Wealth Management LLC
Multi-team
Firm-wide stats for Alexander Capital Wealth Management LLC
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.
Expertise
Location
Huger SC
Advisors at this office
2
Advisors at this office
Edward P
CFP®, Series 65, Series 63
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 since 2018. He is also a licensed Certified Public Accountant in New York and provides financial planning advice for clients of Gabor and Associates. Additionally, he is involved in life insurance and indexed annuity sales on a part-time basis. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and institutional clients, utilizing a top-down asset allocation approach that combines proprietary technical analysis with fundamental review. The firm employs discretionary management, sub-advisers, and model portfolios, and supports its strategies through third-party platforms for execution and custody.
Gina P
Series 63, Series 65
Huger, SC
Alexander Capital Wealth Management LLC
Gina Portelles is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include 15 years at IC Advisory Services, Inc. and 5 years at The Investment Center. She also engages in non-investment activities as an agent selling life, long-term care, and non-variable insurance. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.
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