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ALPHA CAPITAL FAMILY OFFICE, LLC

GREENWOOD VILLAGE, CO · CRD 307521 · IAPD ↗ · acfamilyoffice.com · 303-900-0185

$295.9MRegulatory AUM
7Advisory reps
15Employees
10Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — ALPHA CAPITAL FAMILY OFFICE, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — ALPHA CAPITAL FAMILY OFFICE, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — ALPHA CAPITAL FAMILY OFFICE, LLC reported RAUM up 36% ($217.4M -> $295.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — ALPHA CAPITAL FAMILY OFFICE, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — ALPHA CAPITAL FAMILY OFFICE, LLC reported RAUM up 55% ($140.2M -> $217.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ALPHA CAPITAL FAMILY OFFICE, LLC grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.