Alpha Capital Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,839,971
Total clients
13
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$987,690
About
Alpha Capital Wealth Advisors, LLC provides ongoing portfolio management and related advisory services to individuals and also serves institutional clients, including pension and profit‑sharing plans, corporations and other advisers. The firm develops written Investment Policy Statements tailored to client goals and implements portfolios across mutual funds, ETFs, equities, fixed income, real estate funds and options for hedging.
Investment decisions are informed by a mix of methods — fundamental, quantitative, technical, charting and cyclical analysis — and employ long‑term, short‑term and options strategies, with risk tolerances documented in each client’s IPS. The firm accepts discretionary authority for trading, states it operates under fiduciary duties, and conducts monthly account reviews with custodian‑issued reporting to clients.
Notable differences from many small independent advisers include the firm’s stated provision of pension consulting and explicit work with institutional accounts, and the brochure’s disclosure of a July 2024 settlement with the Virginia securities regulator relating to alleged unauthorized trading resolved by a monetary penalty, investigatory costs and a compliance agreement. The brochure also discloses that a supervised person is a licensed insurance agent who accepts commissions for insurance sales and that the firm requires clients to custody assets at specified custodians (Altruist and Charles Schwab), arrangements that the firm says may involve soft‑dollar benefits.
Client services
Expertise
Fee options
1.00% annually
Main office location
Alpha Capital Wealth Advisors, LLC
Mclean VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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