Alpha Capital Management Review


Trust Score 96%
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Alpha Capital Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 3 advisors. Alpha Capital Management manages $572.4 million and provides investment advisory services for 325 clients (1:109 advisor/client ratio).

Annual management fees will not exceed 3.0% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 16 years

Considerations


  • There is only one licensed advisor for every 109 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Annual management fees will not exceed 3.0% of assets under management.
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $1,761,089
Hybrid Advisor No
Disciplinary History No
Total AUM $572.4 million
Advisor / Client Ratio 1:109
Headquarters Austin, TX
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