ALPHA CAPITAL MANAGEMENT

5407 Parkcrest Drive
2nd Floor
Austin, Texas 78731
Tel: 512-322-9318

About ALPHA CAPITAL MANAGEMENT

ALPHA CAPITAL MANAGEMENT, formally registered with the SEC as ALPHA CAPITAL MANAGEMENT. The firm was established in 11/21/2002. They have over 1 offices throughout the country.

ALPHA CAPITAL MANAGEMENT is a Austin, Texas based Financial Planning firm with nearly $766,253,241 assets under management, offering retirement planning & investment advisory services to 1234 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121703
SEC#	801-61613
Assets Managed by Firm	$766,253,241
No. of Clients	1234
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1234	$766,253,241
Individuals (other than high net worth individuals)	252	$85,415,421
High net worth individuals	175	$661,074,116
Charitable organizations	5	$19,763,704

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