ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
SEC RegisteredYou are successful, your wealth management program should be successful too.
About the firm
Alexander Capital Wealth Management, an SEC registered investment adviser, provides asset management services for the high net worth individual, family office and institutional client. The firm applies a consistent, repeatable and time-tested approach to portfolio management with a particular focus on preservation of capital. The firm offers active portfolio management investment strategies, customized to the client's goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, active portfolio management investment strategies customized to client goals and objectives, personal wealth management, institutional wealth management, IRAs, rollovers, 401ks, and investment banking.
Who they serve
High net worth individuals, family offices, and institutional clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 542 | $74M |
| High Net Worth Individuals | 72 | $164M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
37 advisors in the directory
Regulatory & compliance
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALEXANDER CAPITAL WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.