GREENWOOD VILLAGE, COCRD 307521Latest ADV April 30, 2026
Alpha Capital Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated April 30, 2026, reports $296M in regulatory assets under management, 12 employees, and 535 accounts.
Assets Under Management
$296M
Employees
12
Offices
--
Total Clients
147
Primary office
GREENWOOD VILLAGE, CO
5750 S. ULSTER CIRCLE EAST, SUITE 300, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
83
2
Individuals
43.5%
64
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$296Mas of April 30, 2026
Discretionary73.8%
$219M
74% of total RAUM73.8%
Non-discretionary26.2%
$77M
26% of total RAUM26.2%
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$296M
Total Accounts535
10Y AUM Change+$296M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee12:1
10Y Employee Change+7 (+140.0%)
* 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.