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ALPHA CAPITAL FAMILY OFFICE, LLC

CRD 307521 · SEC 801-118157

Visit website

5750 S. ULSTER CIRCLE EAST, SUITE 300, GREENWOOD VILLAGE, CO, 80111, United States

Phone

303-900-0185

Fax

303-496-1313

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$295.9M

Discretionary AUM

$218.5M

Team

12 total employees; 7 advisory reps; 10 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals64$20.2M
High net worth individuals83$265.4M

States served

CA, CO, ID, NE, OH, OR, TX, NH

All web addresses on file

Official SEC filing: View on IAPD