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Red Bank, NJ Office

Team
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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

10 Drs James Parker Blvd, Suite 202

Red Bank NJ 07701

Advisors at this office

5

Advisors at this office

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

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

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

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
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