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Greenwood Village, CO Office

Team
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Alpha Capital Family Office, LLC logo

Alpha Capital Family Office, LLC

Team

Firm-wide stats for Alpha Capital Family Office, LLC

Total advisors

6

Across 2 offices

Clients per advisor

25 Very Low

Avg AUM per client

$1,942,710 High

HNW client ratio

56% Very High

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.

Based on Alpha Capital Family Office, LLC

Expertise

Tax-loss harvesting Private / alternative investments Business ownership considerations Business succession planning General estate planning guidance

Based on Alpha Capital Family Office, LLC

Occupation focus

Founder/Business Owner Executive

Based on Alpha Capital Family Office, LLC

Location

5750 S. Ulster Circle East, Suite 300

Greenwood Village CO 80111

Advisors at this office

5

Advisors at this office

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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.

Tax-loss harvesting Private / alternative investments Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Tax-loss harvesting Private / alternative investments Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Tax-loss harvesting Private / alternative investments Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Tax-loss harvesting Private / alternative investments Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Tax-loss harvesting Private / alternative investments Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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