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Alpha Capital Family Office, LLC

Alpha Capital Family Office, LLC. CRD 307521

Alpha Capital Family Office, LLC logo

CRD: 307521

Alpha Capital Family Office, LLC

Greenwood Village, CO, 80111
3039000185
alphacapitalfamilyoffice.com
$295.9M Total AUM
$218.5M Disc. AUM
-- 3Y CAGR
12 Employees
157 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Bridge meridian
Established Date
02-28-2020
Office Locations
3

Office Locations

5750 S. Ulster Circle East Englewood CO
5750 S. Ulster Circle East Suite 300 Greenwood Village CO
9595 SIX Pines Drive Suite 8210 THE Woodlands TX

About Alpha Capital Family Office, LLC

Alpha Capital Family Office is a Colorado-based RIA delivering family-office style wealth planning and investment management for families, coordinating tax, estate, insurance and other professionals as one team. Portfolios commonly use ETFs and public funds, with experience across alternative investments for qualified investors. The firm intentionally limits its client base and is owner-partner led for continuity; custody includes Fidelity/NFS.

Team overview

61 AVG AGE
$42.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.5 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
6yrs Firm Age

Insights

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Accredited Investors

Eagle Quantum

Asset Classes

Delta Element prime Foundation Pioneer Element focus Atlas peak

Investment Themes

Harbor Matrix Frontier atlas

Investment Vehicles

Beacon catalyst Optima

Services

Insight wave Vector Insight beacon Insight Frontier Quantum Ember catalyst Glacier Quantum Ember oak

Technology

Horizon foundation

Owner & Executives

M

MICHAEL THOMAS DIESCHBOURG

Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer

CRD
#1177925
Ownership
Less than 5%
(826) 629-4678
north.focus@timbercapital.com
in linkedin.com/in/unison-eagle
M

MAXWELL TYLER SMITH

Chief Financial Officer, President

CRD
--
Ownership
Less than 5%
(410) 321-6240
vector.wave@eaglecapital.com
in linkedin.com/in/focus-delta

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Contacts

CHRISTOPHER M BAXTER

CHRISTOPHER M BAXTER

Financial Advisor

CRD
#6900858
(220) 637-6696
alpha.ember@primecapital.com
in linkedin.com/in/glacier-vital
A

Alexandra Romeo Boyles

Advisor

CRD
#7011084
(769) 277-1293
frontier.oak@vitalcapital.com
in linkedin.com/in/momentum-signal
R

Ridge north

Alpha insight

CRD
#81079
(338) 420-1717
delta.wave@radialcapital.com
in linkedin.com/in/frontier-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
11-06-2023
12-20-2024
03-19-2025
05-20-2026
Category Assets AVG. Account size
Discretionary $218,510,877 $417,803
Non-Discretionary $77,415,528 $6,451,294
Total $295,926,405 $553,133

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Separately Managed Accounts

Total SMA Asset: $295,926,405

$295.9M Total SMA
Equity - Exchange:
14.3%
Public Funds:
13.8%
Other:
26.0%
Municipal Bonds:
21.6%
Cash:
24.3%
Asset class Assets Assets %
Equity - Exchange $1,217,672,693 14.3%
Public Funds $1,175,096,724 13.8%
Other $2,213,950,350 26.0%
Municipal Bonds $1,839,281,829 21.6%
Cash $2,069,192,058 24.3%
Total $8,515,193,654 100.0%

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