Alexander Capital Wealth Management LLC

Alexander Capital Wealth Management (ACWM) advises individuals, including high‑net‑worth clients, through discretionary and non‑discretionary portfolio management and by recommending third‑party money managers and sub‑advisers. The firm is also a sponsor of wrap fee programs, including Envestnet | Placemark and the RBC Capital Markets Advisor Program, and provides custody and execution through those platforms.

ACWM’s investment approach combines a proprietary technical analysis with fundamental review to produce asset‑allocation models that emphasize low‑risk/low‑beta positioning across equities, fixed income and cash. Portfolios are implemented via model portfolios, third‑party managers and selective use of margin, and the brochure notes that standalone financial planning is not a primary service offered.

Compared with many multi‑team advisers, ACWM is uncommon in sponsoring wrap programs and in its affiliations with an affiliated private equity fund (Alexander Capital Ventures) as well as an affiliated broker‑dealer and insurance agency, relationships the firm discloses as potential conflicts of interest. The firm’s combination of retail wealth management and capital‑markets/M&A advisory for issuers and institutional clients is also atypical for a firm of its size.