A complete list of active advisors currently associated with Alpha Capital Wealth Advisors, LLC

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

Alpha Capital Wealth Advisors, LLC provides portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and other investment advisers. The firm offers ongoing portfolio management, prepares investment policy statements tailored to each client, and provides pension consulting services for employee benefit plans. The firm combines a range of analytical methods — including charting, cyclical, fundamental, quantitative and technical analysis alongside modern portfolio theory — and implements portfolios using long‑term and short‑term trading as well as options strategies. ACWAL generally seeks discretionary authority to manage accounts, documents client objectives and risk tolerances in written investment policy statements, and conducts monthly reviews of client accounts. Noteworthy features include the firm’s explicit focus on pension consulting and serving institutional-type clients, which is less common for firms of its size. The brochure also discloses a July 26, 2024 settlement with the Virginia securities regulator related to alleged unauthorized trading (resolved with a $32,000 penalty and a $4,000 investigation cost), and notes supervised persons’ insurance‑sales activity and acceptance of certain third‑party benefits and custodial arrangements—operational and conflict‑of‑interest matters prospective clients may want to review.

To learn more about the advisors currently working at Alpha Capital Wealth Advisors, LLC, 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.

Name	Location	Years of experience
Ferris Ahn	McLean, VA	19

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