RIA Intel›Advisers›New Jersey›ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Advisory

N·RED BANK, NJ

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$238M

1-Year AUM Growth

+53.4%

3-Year CAGR

+36.4%

Employees

35

Assets Under Management

Total AUM$238M

Discretionary AUM$202M

Non-Discretionary AUM$36M

Discretionary %84.7%

Total Clients621

Team

Total Employees35

Investment Advisers36

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingMar 28, 2018

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.