A
CRD: 321194
Alpha Capital LLC
Lubbock, TX, 79424
8063000401
$67.8M Total AUM
$67.8M Disc. AUM
-- 3Y CAGR
3 Employees
130 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-2022
- Office Locations
- 2
Office Locations
6213 98th Street Lubbock TX
-- Lubbock TX
About Alpha Capital LLC
Alpha Capital LLC is a Lubbock-based RIA with 2 offices. The firm has been operating for 3 years. Managing $67.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$33.9M AVG AUM / ADVISOR
$521.4K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Matrix Harbor timber Ember element Pathway Pioneer
Client Personas
Momentum
Investment Themes
Radial vital Harbor beacon Focus wave
Investment Vehicles
Timber horizon Fusion
Services
Alpha frontier Pathway Catalyst pathway Momentum prime Oak Atlas glacier Peak timber Unison zenith
Owner & Executives
CHARLES BRANDON SNYDER
Chief Compliance Officer, Managing Member
- CRD
- #6191227
- Ownership
- 75% or more
(723) 395-1776
signal.quantum@unisoncapital.com
in linkedin.com/in/momentum-optima
Showing 1 of 1 owners & executives
Unlock allContacts
G
Gustavo Jose Chavez
--
- CRD
- #7451049
(272) 905-6565
beacon.oak@timbercapital.com
in linkedin.com/in/signal-delta
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,785,990 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,785,990 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,785,990
Public Funds:
7.2% Equity - Exchange:
36.7% Cash:
21.7% U.S. Government/Agency:
9.6% Other:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $488,756,386 | 7.2% |
| Equity - Exchange | $2,491,299,913 | 36.7% |
| Cash | $1,473,057,442 | 21.7% |
| U.S. Government/Agency | $651,675,182 | 9.6% |
| Other | $1,683,494,219 | 24.8% |
| Total | $6,788,283,142 | 100.0% |