Alpha Capital Family Office, LLC logo

Alpha Capital Family Office, LLC

Updated today

Client assets under management

$285,578,442

Clients

147

56% high-net worth

Advisors

5

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

29

Low

Average account size

$1,942,710

About

Alpha Capital Family Office provides wealth management and family office services primarily to high‑net‑worth individuals, families, small businesses, trusts and estates. The firm offers comprehensive planning supported by MoneyGuidePro®, family board meetings, business consulting, advisor‑team coordination, a digital vault and access to private real estate and equity opportunities as part of its service set.

For clients that engage its asset management services, ACFO acts on a discretionary basis, allocating across mutual funds, ETFs, individual debt and equity securities and alternative investments, with ongoing monitoring, quarterly reviews and periodic rebalancing described in the brochure. The firm combines strategic asset allocation with fundamental and technical analysis and may include non‑traded REITs and private real estate in portfolios when appropriate.

ACFO’s brochure notes that it “only offers its services under our wrap fee program,” meaning it bundles execution and advisory services into a single program, a practice that is uncommon among similar team firms. The firm also presents a multi‑generational family office model and discloses approximately $200 million in assets under advisement alongside its reported regulatory assets under management, and its publicly visible marketing materials include client testimonials and references to third‑party ratings.

Client services

Financial planning Portfolio management Consulting

Expertise

Business exit / sale strategy Family Business Business succession planning Charitable giving & philanthropy Real estate investing

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial plans range from $1,000 to $25,000; consulting fees negotiated per project

Other

Account minimum: $2,000,000 Minimum fee: Annual advisory fees are fixed dollar amounts negotiated with the client, ranging from $0 to $150,000 Fee-only: Fixed fees for financial plans range from $1,000 to $25,000 (for planning only)

Main office location

Alpha Capital Family Office, LLC

5750 S. Ulster Circle East, Suite 300

Greenwood Village CO 80111, United States

Number of offices

1

Most active in

California · Colorado · Idaho · Nebraska · New Hampshire · Ohio · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Douglas C

Series 63, Series 65

Greenwood Village, CO

Alpha Capital Family Office, LLC

Douglas Campbell is a financial advisor at Alpha Capital Family Office, LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including LPL Financial and Gallacher Capital Management. Campbell serves on the boards of several nonprofit organizations, including the Greater Colorado Council of the Boy Scouts of America and the Eisenhower Health Foundation. Alpha Capital Family Office provides comprehensive family office and investment advisory services to high-net-worth individuals, families, trusts, estates, and small businesses. The firm offers multi-generational, operationally oriented wealth planning and portfolio management, incorporating both traditional and alternative investments, and manages over $217 million in regulatory assets with approximately $898 million under advisement.

Business exit / sale strategy Family Business Business succession planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
user avatar

Christopher B

Series 65

Greenwood Village, CO

Alpha Capital Family Office, LLC

Christopher Baxter is a financial advisor with Alpha Capital Family Office, LLC, holding a Series 65 designation and eight years of industry experience. He previously worked at Voya-ING for 16 years before joining Alpha Capital Management Group LLC and subsequently Alpha Capital Family Office. Baxter is also a managing member of CM Capital, LLC, a business entity related to ownership interests in Alpha Capital Family Office, and of Ulster Circle Partners, which holds the real estate where the firm is located. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, estates, and small businesses, offering comprehensive family office and investment advisory services. The firm integrates strategic asset allocation with fundamental and technical analysis, providing discretionary portfolio management and access to alternative and private investments.

Business exit / sale strategy Family Business Business succession planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
user avatar

William C

Series 63, Series 65

Greenwood Village, CO

Alpha Capital Family Office, LLC

William Coughlin is a financial advisor at Alpha Capital Family Office, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup, Goldman Sachs & Co., and Highland Capital Funds Distributor. He serves as a board director for the AbleLight Foundation, a nonprofit providing fiduciary guidance. Alpha Capital Family Office serves high-net-worth clients, families, trusts, estates, and small businesses with comprehensive family office and investment advisory services. The firm combines strategic asset allocation with fundamental and technical analysis and offers discretionary portfolio management alongside alternative and private fund investments.

Business exit / sale strategy Family Business Business succession planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
user avatar

Alexandra B

Series 63, Series 66

Greenwood Village, CO

Alpha Capital Family Office, LLC

Alexandra Boyles is a financial advisor at Alpha Capital Family Office, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and JPMorgan Securities. Her prior roles also include positions at the United States Department of Justice and the Dallas Cowboys Football Club. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, estates, and small businesses with comprehensive family office and investment advisory services. The firm combines strategic asset allocation with fundamental and technical analysis, offering discretionary portfolio management alongside multi-generational family office services.

Business exit / sale strategy Family Business Business succession planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
user avatar

Thomas R

CFA®, Series 63

Greenwood Village, CO

Alpha Capital Family Office, LLC

Thomas Riley is a CFA® charterholder with one year of industry experience. He is currently with Alpha Capital Family Office, LLC and previously worked at Northern Trust for 12 years. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive family office and investment advisory services, including wealth planning, portfolio management, and access to private real estate and equity opportunities. The firm combines strategic asset allocation with fundamental and technical analysis and offers multi-generational, operationally oriented family office services.

Business exit / sale strategy Family Business Business succession planning Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive
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