Alexander Capital Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated April 24, 2026, reports $238M in regulatory assets under management, 36 employees, 25 offices, and 1,051 accounts.
Assets Under Management
$238M
Employees
36
Offices
25 offices
Total Clients
614
Primary office
RED BANK, NJ
10 DRS. JAMES PARKER BLVD, SUITE 202, RED BANK, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
542
2
HNWI
11.7%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of April 24, 2026
Discretionary84.7%
$202M
85% of total RAUM84.7%
Non-discretionary15.3%
$36M
15% of total RAUM15.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$238M
Total Accounts1,051
10Y AUM Change+$204M (+596.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee17:1
10Y Employee Change+28 (+350.0%)
* 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.