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 investment management, family office and wealth advisory services to high‑net‑worth individuals, families, trusts, small businesses and certain institutional clients. The firm manages approximately $296 million in regulatory assets through a small advisory team and offers services that include retirement‑plan advisory, consolidated reporting and general consulting.
ACFO generally delivers discretionary portfolio management allocating among mutual funds, ETFs, individual equities and fixed income, and may engage sub‑advisers or third‑party managers for specific mandates; accounts are monitored regularly and rebalanced as appropriate. In addition to investment management, the firm provides comprehensive family office services — including estate and succession coordination, business consulting, philanthropic planning, and a customized tax‑aware strategy available to qualifying clients.
A few features distinguish ACFO from many peer team firms: it maintains a legacy wrap fee program now closed to most new clients while remaining available to pre‑existing participants, and it provides consolidated reporting alongside a secure digital document vault for client records. The firm also uses client testimonials and advertises third‑party ratings in its marketing and commonly implements sub‑advisers and third‑party managers — practices that are less common among comparable multi‑advisor teams.
Client services
Expertise
Occupation focus
Fee options
Certain flat-fee client arrangements with a 3% annual adjustment, negotiated case-by-case
$0+: Up to 1.50% annually (based on assets under management, not to exceed 1.50%) $1,000,000+: Additional 0.50% annually for ACFO Custom Tax-Aware Strategy
Account minimum: $2,000,000 Minimum fee: Family office services flat annual fee ranging from $0 to $750,000 Fee-only: Fixed fees for financial plans range from $1,000 to $300,000 (for planning only)
Main office
See office5750 S. Ulster Circle East, Suite 300
Greenwood Village CO 80111
Advisors at this office
5
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 with Alpha Capital Family Office, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Alpha Capital Management Group LLC and spent sixteen years at Voya-ING. Outside of advising, he serves as Managing Member of CM Capital, LLC and Ulster Circle Partners, entities associated with the ownership structure of Alpha Capital Family Office and its real estate. Alpha Capital Family Office, LLC is a registered investment adviser serving high-net-worth individuals, families, trusts, small businesses, and certain institutional clients. The firm offers discretionary portfolio management, family office services, and wealth advisory, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party managers to deliver customized investment and consulting solutions.
Christopher C
Series 66
Greenwood Village, CO
Alpha Capital Family Office, LLC
Christopher Conmy is a financial advisor with Alpha Capital Family Office, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Aaron Wealth Advisors LLC, Carson Group, Cetera Advisor Networks, LPL Financial, and Pillar Financial Advisors. He is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care insurance. Alpha Capital Family Office, LLC provides investment management, family office, and wealth advisory services to high-net-worth individuals, families, trusts, small businesses, and certain institutional clients. The firm manages approximately $296 million in assets and offers discretionary portfolio management along with comprehensive family office services such as estate coordination, business consulting, and philanthropic planning.
Jacob G
Series 65, Series 66
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 Series 65 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, BBVA, and HFG Wealth Management. He is also an insurance agent. Alpha Capital Family Office, LLC serves high-net-worth individuals, families, trusts, small businesses, and certain institutional clients by providing investment management, family office, and wealth advisory services. The firm offers discretionary portfolio management and comprehensive family office services, including estate coordination and philanthropic planning.
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 credentials and has worked previously at Citigroup, Goldman Sachs & Co., and Highland Capital Funds Distributor. He serves as a board director for the AbleLight Foundation, a nonprofit organization providing fiduciary guidance. Alpha Capital Family Office, LLC provides investment management, family office, and wealth advisory services to high-net-worth individuals, families, trusts, small businesses, and select institutional clients. The firm offers discretionary portfolio management with a range of investment options and comprehensive family office services including estate and succession coordination, business consulting, and philanthropic planning.
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 holds Series 63 and Series 66 designations. Her prior experience includes roles at Citigroup and JPMorgan securities LLC, as well as legal and government positions earlier in her career, including the United States Department of Justice and the United States Department of Labor. Alpha Capital Family Office, LLC provides investment management, family office, and wealth advisory services to high-net-worth individuals, families, trusts, small businesses, and certain institutional clients. The firm offers discretionary portfolio management and comprehensive family office services, including estate and succession coordination, philanthropic planning, and tax-aware strategies.
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. He previously worked for twelve years at Northern Trust. Alpha Capital Family Office provides investment management, family office, and wealth advisory services to high-net-worth individuals, families, trusts, small businesses, and certain institutional clients. The firm uses discretionary portfolio management with allocations across mutual funds, ETFs, individual equities, and fixed income, and offers comprehensive family office services including estate and succession coordination and philanthropic planning.
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