Alexander Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Canaan, CT. Its latest Form ADV filing, dated March 16, 2026, reports $104M in regulatory assets under management, 3 employees, and 17 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
10
2
Individuals
35.3%
6
3
Pooled Investment Vehicles
5.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104Mas of March 16, 2026
Discretionary100.0%
$104M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$104M
Total Accounts17
10Y AUM Change$-8M (-7.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.