Alpha Capital Family Office, LLC
Registered investment adviser · Greenwood Village, CO · CRD #307521
Form ADV data as of 2026-09-01Regulatory assets
$295.9 million
Total accounts
535
Employees
15
Disclosure events
0
Firm details
- Website: https://acfamilyoffice.com/
- Telephone: 303-900-0185
- SEC file number: 801-118157
- Most recent Form ADV filing: 2026-06-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $218.5 million |
| Non-discretionary regulatory assets under management | $77.4 million |
| Total regulatory assets under management | $295.9 million |
| Discretionary accounts | 523 |
| Non-discretionary accounts | 12 |
| Total accounts | 535 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 15 |
| Employees performing investment advisory functions (including research) | 7 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 7 |
| Employees registered as IARs for another investment adviser | 1 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $18.8 million |
| Clients for whom the firm has custody | 259 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 64 | $20.2 million |
| High net worth individuals | 83 | $265.4 million |
| Charitable organizations | Not reported | $2.8 million |
| Corporations or other businesses not listed above | Not reported | $7.5 million |