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Alexander Capital Wealth Management LLC

Alexander Capital Wealth Management LLC. CRD 157714

Alexander Capital Wealth Management LLC logo

CRD: 157714

Alexander Capital Wealth Management LLC

RED Bank, NJ, 07701
2126875650
alexandercapitallp.com
$238.1M Total AUM
$201.8M Disc. AUM
36.7% 3Y CAGR
36 Employees
614 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
RBC
Clients
Retail
Platforms
Capital
Established Date
10-01-2013
Office Locations
24

Office Locations

10 DRS James Parker Blvd RED Bank NJ
10 DRS James Parker Blvd Suite 202 RED Bank NJ
11834 CR 101, Suite 203 THE Villages FL

About Alexander Capital Wealth Management LLC

Alexander Capital Wealth Management LLC (alexandercapitallp.com) runs a boutique investment banking/capital markets practice for small-cap issuers, supporting IPOs and follow-on financings including public offerings, ATMs, PIPEs, equity lines of credit, and private placements. Recent transactions show the firm frequently acting as managing underwriter/sole bookrunner or exclusive placement agent (active 2023–2025).

Team overview

38 AVG AGE
$6.8M AVG AUM / ADVISOR
$387.8K AVG AUM / CLIENT
3.9 yrs AVG TENURE
36 Employees
35 Advisory Reps
36 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Harbor Momentum glacier Ridge Oak

Client Personas

Vector zenith

Custodian

Vital momentum

Investment Themes

Ridge catalyst Vertex ridge

Investment Vehicles

Crest

Platform

Vertex

Services

Pioneer Harbor Harbor Ridge Delta Summit

Technology

Momentum focus

Owner & Executives

J

JOSEPH ANTHONY AMATO

Managing Member

CRD
#2751635
Ownership
50% but less than 75%
(646) 681-6057
north.quantum@primecapital.com
in linkedin.com/in/meridian-ember
R

ROCCO GERARD GUIDICIPIETRO

Managing Member

CRD
#2489732
Ownership
50% but less than 75%
(520) 969-4659
ridge.focus@deltacapital.com
in linkedin.com/in/timber-capital
P

Pioneer signal

Harbor capital

CRD
#22086
Ownership
10.2%
(975) 515-2857
focus.radial@radialcapital.com
in linkedin.com/in/peak-summit

Showing 2 of 4 owners & executives

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Contacts

R

Rudy Anguiano

--

CRD
#5188950
(585) 555-4960
frontier.harbor@wavecapital.com
in linkedin.com/in/optima-glacier
D

Dustin Aaron Bachtel

--

CRD
#7432314
(366) 256-9328
meridian.frontier@frontiercapital.com
in linkedin.com/in/horizon-north
E

Element insight

Value peak

CRD
#27228
(227) 658-3392
alpha.focus@eaglecapital.com
in linkedin.com/in/legacy-beacon

Showing 2 of 39 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-20-2022
11-28-2023
05-16-2024
03-11-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $201,769,296 $272,661
Non-Discretionary $36,309,372 $116,750
Total $238,078,668 $226,526

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Separately Managed Accounts

Total SMA Asset: $238,078,668

$238.1M Total SMA
Public Funds:
23.2%
Equity - Exchange:
15.3%
Cash:
13.8%
Corporate - Investment Grade:
11.4%
Corporate - Non-Investment Grade:
26.1%
Municipal Bonds:
10.2%
Asset class Assets Assets %
Public Funds $1,795,223,294 23.2%
Equity - Exchange $1,183,918,810 15.3%
Cash $1,067,848,339 13.8%
Corporate - Investment Grade $882,135,584 11.4%
Corporate - Non-Investment Grade $2,019,626,206 26.1%
Municipal Bonds $789,279,207 10.2%
Total $7,738,031,440 100.0%

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