Alpha Capital Family Office, LLC

Alpha Capital Family Office, LLC is a Registered Investment Adviser specializing in investment advisory services for high-net-worth individuals, small businesses, families, trusts, and estates. The firm was established in March 2020 and is owned by Family Office Solutions, LLC, indirectly through Summit Insights LLC and ACFO LLC. They offer initial complimentary meetings and provide comprehensive wealth planning services, including family board meetings, business consulting, adviser team management, digital organization, asset management and planning, estate planning, risk management, and charitable planning. For clients desiring asset management services, ACFO offers discretionary investment management and investment advisory services for a flat dollar or asset-based fee not exceeding 1.50%. They primarily allocate client assets among various mutual funds, ETFs, cash, individual debt, and equity securities based on the client's investment objectives. ACFO may recommend investments in Private Funds, which are subject to various risks and require careful consideration. The firm does not charge performance-based fees and requires a minimum household value of $2,000,000 to provide advisory services. ACFO acts as a fiduciary, providing investment discretion and emphasizing client interests in all transactions. The firm does not have any disciplinary information to report and does not receive compensation for client referrals. Clients are encouraged to review account statements and reports provided by ACFO and the custodian, ensuring transparency and accountability in all financial dealings.