ALPHA CAPITAL MANAGEMENT
SEC RegisteredCOMPREHENSIVE INVESTMENT MANAGEMENT
About the firm
Alpha Capital Management is an Austin, Texas based independent asset management firm that provides comprehensive wealth building services to individuals, families, endowments and trusts. Since 2002, the firm has combined experience in financial markets with rigorous independent research to seek investment opportunities suitable to the diverse goals of its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management services including investment management, personal savings and portfolio planning, saving for college, retirement income solutions, financial independence planning, investment policy development, asset allocation, investment research and analysis, portfolio design and diversification, and ongoing implementation, monitoring and adjustment. The firm also coordinates with tax, insurance and estate planning professionals.
Who they serve
Individuals, families, endowments and trusts
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 261 | $84M |
| High Net Worth Individuals | 201 | $766M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1 million | 1.00% |
| Over $1 million | — |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHA CAPITAL MANAGEMENT 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.
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