Data / Investment advisers / Colorado / Alpha Capital Family Office, LLC
Alpha Capital Family Office, LLC, Greenwood Village, CO: $296 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alpha Capital Family Office, LLC is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $296 million in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Alpha Capital Family Office, LLC (CRD number 307521): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 307521
- SEC file number
- 801-118157
- SEC status
- Approved, effective February 28, 2020
- Main office
- 5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111
- Phone
- (303) 900-0185
- Website
- acfamilyoffice.com
- Regulatory AUM
- $295,926,405 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $218,510,877
- Non discretionary AUM
- $77,415,528
- Accounts
- 535
- Employees
- 15, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 83 | $265.4 million |
| Individuals (other than high net worth individuals) | 64 | $20.2 million |
| Corporations or other businesses | Fewer than 5 | $7.5 million |
| Charitable organizations | Fewer than 5 | $2.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $295.9 million | March 31, 2026 |
| December 1, 2025 | $217.4 million | March 19, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Noble Wealth Management P.B.C. | Greenwood Village | $444.1 million | Not listed | adviserinfo.sec.gov |
| Maxq Asset Management LLC | Greenwood Village | $407.7 million | Not listed | adviserinfo.sec.gov |
| Causey Wealth LLC | Greenwood Village | $393.2 million | Not listed | adviserinfo.sec.gov |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4 million | Not listed | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | Not listed | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | $264.7 million | Not listed | adviserinfo.sec.gov |
| Wazee Street Capital Management LLC | Greenwood Village | $203.4 million | 4 | adviserinfo.sec.gov |
| Wisdom Wealth Strategies | Greenwood Village | $190.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alpha Capital Family Office, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.