C
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
3 yrs Firm Age
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- Custodian
- Bank OF America ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Oak zenith
- Established Date
- 07-27-2022
- Office Locations
- 1
Office Locations
-- Frisco TX
About Capitalalphabet
CapitalAlphabet is a Frisco, TX registered investment adviser providing asset management, portfolio construction, and financial planning, with a client focus that includes entrepreneurs and qualified purchasers. The firm emphasizes capital preservation and a long-term, Buffett-inspired approach, expressing views through ETF-based portfolios and publishing annual investor letters.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$271.4K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Crest
Asset Classes
Matrix Radial
Client Personas
Insight
Custodian
Foundation eagle North Summit alpha
Investment Vehicles
Insight value
Services
Delta unison Ember Frontier bridge
Technology
Pathway
Owner & Executives
V
VENU GOPAL VALLABHANENI
Chief Compliance Officer, PORTFOLIO MANAGER, Vice President
- CRD
- #7086400
- Ownership
- 75% or more
(473) 652-9625
meridian.value@horizoncapital.com
in linkedin.com/in/beacon-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,800,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,426,089,314 | 100.0% |
| Total | $5,426,089,314 | 100.0% |