A complete list of active advisors currently associated with Alpha Capital Management

Warmer can help you find a great advisor at Alpha Capital Management or one who fits your needs even better.

Alpha Capital Management provides discretionary and non-discretionary portfolio management primarily for individual and high‑net‑worth clients, as well as trusts, estates and charitable organizations, managing about $871 million in client assets across roughly 462 accounts. The firm reports the majority of assets under discretionary management and recently raised its minimum account size to $1,000,000, with household aggregation and negotiated exceptions available. The firm applies a quantitative, optimization‑based investment process that emphasizes downside protection and may result in focused or concentrated portfolios, including allocations to small‑ and mid‑capitalization equities and various fixed‑income instruments. Portfolios are monitored daily with formal performance reviews on a quarterly basis, and investment decisions are guided by client objectives, risk tolerance and an Investment Policy Statement. Compared with many peer teams, Alpha Capital publicly advertises performance results and uses compensated endorsers/solicitors for client referrals, and it has participated in custodian referral programs (for example, the Schwab Advisor Network), arrangements that the brochure discloses can affect how advisory fees and custodian relationships are structured. The firm does not identify standalone financial planning as an offered service, a feature the brochure highlights as atypical among similar advisory teams.

To learn more about the advisors currently working at Alpha Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.