Firm profile

ALPHA CAPITAL MANAGEMENT GROUP LLC

DENVER, COCRD 283624Latest ADV March 26, 2026

Alpha Capital Management Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 26, 2026, reports $734M in regulatory assets under management, 3 employees, 1 office, and 618 accounts.

Assets Under Management
$734M
Employees
3
Offices
1 office
Total Clients
470
Primary office
DENVER, CO
100 FILLMORE ST., 5TH FLOOR, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOIan D. Campbell

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 81.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
81.3%
382
2
Individuals
10.4%
49
3
HNWI
7.7%
36
4
Charitable
0.2%
1
5
Government
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$734Mas of March 26, 2026
Discretionary11.3%
$83M
11% of total RAUM11.3%
Non-discretionary88.7%
$651M
89% of total RAUM88.7%
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$734M
Total Accounts618
10Y AUM Change+$575M (+360.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee157:1
10Y Employee Change-4 (-57.1%)

* 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.