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EAGLE FINANCIAL STRATEGIES
ALPHA CAPITAL ADVISORS, INC.
CRD 138825 · SEC 801-120376
ONE CUMBERLAND PLACE, SUITE 204, BANGOR, ME, 04401, United States
Phone
207-989-5522
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.0M
Discretionary AUM
$146.0M
Team
6 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $57.0M |
| High net worth individuals | 45 | $82.2M |
States served
ME, MD, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD