Alpha Capital Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpha Capital Family Office, LLC is a registered investment adviser that provides wealth management and comprehensive family office services to high‑net‑worth individuals, families, trusts, small businesses and related family entities. The firm offers discretionary investment management, financial and tax coordination, estate and succession planning, consolidated reporting and a secure digital document vault, and reports about $295.9 million in regulatory assets under management.
ACFO constructs diversified portfolios using mutual funds, ETFs, individual equity and fixed‑income securities, and may recommend private and other alternative investments or engage third‑party managers and sub‑advisers as part of its solutions. Portfolios are monitored and rebalanced at least quarterly, advice is tailored to client risk tolerance and objectives, and the firm uses third‑party administrative providers and technology (including AI components in some vendors) for performance reporting and account servicing.
Distinctive aspects noted in the brochure include that ACFO operates its investment services under a wrap fee program as its primary offering and that its marketing materials reference third‑party ratings and client testimonials. The document also discloses ownership through Family Office Solutions, LLC (indirectly via Summit Insights), the firm’s occasional reimbursement of certain custodial fees, and an expanded set of family‑office offerings (business consulting, family entity oversight, advisor coordination and philanthropic planning) beyond typical portfolio management.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans from $1,000 to $300,000
Up to 1.50%, negotiated and may vary based on account size, complexity, and activity
Account minimum: $2,000,000 (may be waived at firm's discretion) Minimum fee: Fixed annual family office services fee ranging from $0 to $750,000 Fee-only: Comprehensive wealth planning and consulting; flat financial planning fees from $1,000 to $300,000; consulting fees negotiated per engagement
Main office
See office5750 S. Ulster Circle East, Suite 300
Greenwood Village CO 80111
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Florida · Idaho · Nebraska · New Hampshire · Ohio · Oregon · Texas
Also doing business as
Ac Family Office · Alpha Capital Family Office, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Quick links
Advisors at this firm
Christopher B
Series 65
Greenwood Village, CO
Alpha Capital Family Office, LLC
Christopher Baxter is a financial advisor at Alpha Capital Family Office, LLC with eight years of industry experience. He holds a Series 65 credential and previously worked at Voya-ING for 16 years. Baxter is also the managing member of CM Capital, LLC and Ulster Circle Partners, entities related to ownership interests in Alpha Capital Family Office and its premises. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, small businesses, and related entities. The firm constructs diversified portfolios using various investment vehicles and offers a range of services including investment management, financial and tax coordination, estate planning, and consolidated reporting.
Jacob G
Series 66, Series 65
The Woodlands, TX
Alpha Capital Family Office, LLC
Jacob Guinn is a financial advisor at Alpha Capital Family Office, LLC with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at firms including JP Morgan Chase Bank and HFG Wealth Management. Outside of advising, he maintains a small role as a licensed insurance agent. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, and related entities. The firm offers discretionary portfolio management, estate and succession planning, and coordinated financial and tax services, utilizing diversified investment strategies and technology-supported reporting.
William C
Series 63, Series 65
Greenwood Village, CO
Alpha Capital Family Office, LLC
William Coughlin is a financial advisor at Alpha Capital Family Office, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup, Goldman Sachs & Co., and Highland Capital Funds Distributor. Coughlin serves as an uncompensated board director for the AbleLight Foundation, a nonprofit providing fiduciary guidance. Alpha Capital Family Office, LLC offers wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, and related entities. The firm constructs diversified portfolios using mutual funds, ETFs, individual securities, and alternative investments, with tailored advice and quarterly monitoring.
Alexandra B
Series 63, Series 66
Greenwood Village, CO
Alpha Capital Family Office, LLC
Alexandra Boyles is a financial advisor at Alpha Capital Family Office, LLC with seven years of industry experience. She has previously worked at Citigroup and JPMorgan Securities LLC. Alexandra also has experience outside finance, including a role with the Dallas Cowboys Football Club. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth clients, offering discretionary investment management, tax coordination, estate planning, and consolidated reporting. The firm constructs diversified portfolios using various securities and may include private and alternative investments while utilizing technology and third-party managers to support client accounts.
Thomas R
CFA®, Series 63
Greenwood Village, CO
Alpha Capital Family Office, LLC
Thomas Riley is a CFA® charterholder with two years of experience at Alpha Capital Family Office, LLC and twelve years previously at Northern Trust. He holds a Series 63 license and is based in Greenwood Village, Colorado. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, and related entities. The firm manages diversified portfolios using a range of investment vehicles and offers additional services such as financial and tax coordination, estate planning, and consolidated reporting.
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