Capital Alliance Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,700,000
Clients
13
Advisors
1
of 1 employees
About
Capital Alliance Wealth Management provides asset management, financial planning, and retirement plan consulting to a mix of individuals (including high-net-worth clients), trusts, estates, and business entities. Services include discretionary portfolio management of custodial accounts and written financial plans addressing tax planning, retirement, insurance, cash flow, and business financial planning.
The firm employs a mix of fundamental and technical analysis alongside modern portfolio theory, and may use long- and short-term strategies, hedging tools, ETFs, REITs, options, and alternative investments depending on client objectives. Accounts are managed consistent with a client’s Investment Policy Statement and reviewed periodically, with asset-management clients receiving at least quarterly reports and annual account reviews.
What is noteworthy is the firm’s focus on employer-sponsored retirement plan consulting and willingness to act as a 3(21) fiduciary for plans — services that are uncommon among independent advisers of this size — including documented due diligence and ongoing monitoring of fund companies and assistance with plan investment selection. The firm’s relatively small client base and concentrated assets under management suggest a more focused advisor–client relationship, and it discloses that certain associated persons are licensed insurance agents, a potential conflict the firm identifies and addresses in its policies.
Client services
Expertise
Occupation focus
Fee options
$1,000 - $10,000
All Assets+: Up to 1.5%
$300 per hour
$500 - $1,000 per month
Main office
4079 De Zavala Rd
San Antonio TX 78249
Advisors at this office
1
Most active in
Texas
Also doing business as
Capital Alliance Wealth Management · Capital Alliance Wealth Management, 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.
Forms ADV
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