Alexander Capital Wealth Management LLC

Alexander Capital Wealth Management LLC is a registered investment adviser based in Red Bank, NJ, established on January 23, 2012. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. Clients may also opt for non-discretionary arrangements, where approval is needed before transactions. ACWM sponsors wrap fee programs, providing access to multiple money managers for a single fee. The firm may recommend third-party money managers based on various factors, monitoring their performance to align with client goals. Additionally, ACWM offers capital markets and M&A advisory services to institutional clients and issuers on a contract basis. The firm may recommend various types of investments, including equity securities, corporate debt securities, mutual funds, and ETFs, tailored to client goals and objectives. ACWM manages $78,759,127 in client assets on a discretionary basis as of 12/31/2022. Fees for portfolio management services range from 0.25% to 2.00% annually, while wrap fee program fees are negotiated with each client. The firm's investment strategies include cyclical analysis, technical analysis, fundamental analysis, and long-term and short-term purchases. ACWM's Code of Ethics emphasizes professional conduct and client interest protection. The firm does not have any material disciplinary information or financial hardships that may impact client obligations. Clients are responsible for voting on proxies, and the firm does not vote on their behalf. ACWM does not require advance fees over $500 or face financial hardships that could affect client obligations.