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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AlphaEmber capital +more
- Established Date
- 03-18-2019
- Office Locations
- 1
Office Locations
About Alpha Squared Capital, LLC
Alpha Squared Capital is a fee-only fiduciary RIA serving individuals/families and corporate clients, with a concentration on Fortune 500 employees, executives, and entrepreneurs. The firm provides integrated wealth management and planning, including qualified plan strategy, equity compensation and pension planning, and portfolio management informed by academia-based research. Portfolios primarily use ETFs and public funds, with custody at Charles Schwab.
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Owner & Executives
CORBIN DAVID HIXSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6704588
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,392,597 | $344,444 |
| Non-Discretionary | $0 | -- |
| Total | $35,392,597 | $344,444 |
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Separately Managed Accounts
Total SMA Asset: $35,392,597
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,423,709,216 | 51.1% |
| Public Funds | $2,512,506,763 | 37.5% |
| Cash | $763,802,056 | 11.4% |
| Total | $6,700,018,035 | 100.0% |