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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Vital north
- Established Date
- 05-17-2016
- Office Locations
- 4
Office Locations
About Alpha Capital Management Group LLC
Alpha Capital Management Group is an independent, fiduciary wealth management firm serving individuals, families, and business owners. The team provides investment and wealth management alongside retirement plan guidance, insurance and long-term care planning, and estate and business planning—positioning them as a holistic planning partner without bank, brokerage, or insurance-company ownership influence.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
IAN DOUGLAS CAMPBELL
Advisor, Chief Compliance Officer
- CRD
- #6294520
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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GARRISON WELLS CAMPBELL
Advisor
- CRD
- #5589329
IAN DOUGLAS CAMPBELL
Advisor, Chief Compliance Officer
- CRD
- #6294520
Quantum fusion
Pathway catalyst
- CRD
- #30482
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,996,584 | $353,177 |
| Non-Discretionary | $651,393,845 | $1,700,767 |
| Total | $734,390,429 | $1,188,334 |
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Separately Managed Accounts
Total SMA Asset: $734,390,429
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $390,622,426 | 28.4% |
| Cash | $182,932,334 | 13.3% |
| Equity - Exchange | $396,124,151 | 28.8% |
| Equity - OTC | $405,752,168 | 29.5% |
| Total | $1,375,431,079 | 100.0% |