Alessandra Capital Management, LLC

Alessandra Capital Management, LLC provides discretionary investment management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, and other business entities. Its services include individually managed accounts, financial consulting and planning engagements, and an option to implement recommendations on the firm’s advisory platform, with occasional recommendations of insurance products by licensed associates.

The firm tailors portfolios through initial meetings (in person or by phone) to assess goals, resources, and risk tolerance, and uses model portfolios, tactical asset allocation, ETFs, mutual funds, and individual stocks and bonds with regular monitoring and periodic rebalancing (typically weekly or monthly). Financial planning and cash‑flow analysis are supported by Right Capital software and may be delivered as written plans, flat‑fee projects, or hourly consulting, with implementation offered as part of the advisory relationship.

Noteworthy distinctions include that the firm acts as a wrap‑fee program sponsor—an arrangement that is uncommon among supported peers—offering all‑inclusive accounts that cover transaction costs. The firm also recently transitioned to SEC registration after surpassing regulatory AUM thresholds, operates primarily on the LPL Financial custodial platform with dually registered representatives and insurance licenses, and discloses receipt of platform transition assistance and related benefits, which the brochure identifies as a potential conflict of interest.