Advisor at Alexander Capital Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alexander Capital Wealth Management LLC
Location
Huger, SC
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2018. He is also a licensed Certified Public Accountant in New York and provides financial planning advice for the clients of Gabor & Associates. Additionally, he is an insurance agent selling life insurance and indexed annuities on a part-time basis. Alexander Capital Wealth Management LLC manages portfolios for individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.
Based on Alexander Capital Wealth Management LLC
Based on Alexander Capital Wealth Management LLC
Fixed fees for portfolio management services, negotiable and documented in agreement
$0+: 0.25% +: up to 2.00%
Commission-based compensation from affiliated broker-dealer and insurance agency for securities and insurance products
Fee-only: Fixed fees are negotiable and agreed upon with the client
Huger, SC
South Carolina
Alexander Capital Wealth Management LLC
2021 - Present (5 years)
Alexander Capital, L.P.
2021 - Present (5 years)
Alexander Capital LP
2019 - 2021 (2 years)
Alexander Capital Wealth Management LLC
2018 - 2021 (3 years)
Gabor & Associates
2017 - Present (9 years)
PlanMember
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Middletown, NJ
Joseph C. Kelly & Associates, Inc.
Series 66
Farmingdale, NJ
Coastal Financial Advisors, Inc.
CFP®
Neptune, NJ
Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
CFP®, Series 63
Belmar, NJ
Integrated Asset Management, Inc.
Series 63, Series 65
Red Bank, NJ
Olson, Cross & Alamo Advisors LLC
Series 63, Series 65
Keansburg, NJ
Solomon Investment Group, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")