A
CRD: 142387
ALC Capital Management, LLC
Seattle, WA
9252026742
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2007
- Office Locations
- 1
Office Locations
-- Seattle WA
About ALC Capital Management, LLC
ALC Capital Management, LLC is a Seattle-based RIA. The firm has been operating for 19 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$848.0K AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Vector north Delta
Investment Vehicles
Peak vector
Services
Prime beacon
Owner & Executives
A
ANTHONY LI-CHUNG CHEN
Managing Member
- CRD
- #5264006
- Ownership
- 75% or more
(659) 327-9303
ridge.optima@wavecapital.com
in linkedin.com/in/focus-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,024,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,024,016 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,024,016
Equity - Exchange:
37.5% Cash:
25.6% Municipal Bonds:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,287,804,869 | 37.5% |
| Cash | $879,141,457 | 25.6% |
| Municipal Bonds | $1,267,199,990 | 36.9% |
| Total | $3,434,146,316 | 100.0% |