Alpha Capital Management

Alpha Capital Management is a Registered Investment Advisory firm founded in 2002 by Michael T. Turner and Buddie C. Ballard. The firm offers portfolio management services on a discretionary and non-discretionary basis, emphasizing independence, discipline, commitment, and flexibility in decision-making. Clients' accounts are managed based on individual financial situations and investment objectives, with the firm imposing a minimum account size of $100,000. Fees are charged quarterly based on a percentage of assets under management, with negotiable fee structures. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients' assets are held with qualified custodians, and the firm does not take physical possession of funds or securities. Alpha Capital Management exercises investment discretion with limited power of attorney granted by clients. The firm does not vote on client securities proxies and does not engage in principal trading. Additionally, the firm has no disciplinary history, and there are no material changes reported since the last update in February 2014.