RIA Intel›Advisers›Texas›ALPHA CAPITAL LLC

ALPHA CAPITAL LLC

Advisory

LUBBOCK, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,609

of 2,813 advisers by AUM

Average account

$282K

across 240 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$68M

Discretionary %

100%

Clients

130

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients130

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

130 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MCGARR CAPITAL MANAGEMENT CORP

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$68M

TRI-STAR ADVISORS INC.

HOUSTON, TX

$68M

-84.4% 1Y

PENN STREET CAPITAL MANAGEMENT LLC

$68M

LANTERN ASSET MANAGEMENT, L.P.

DALLAS, TX

$68M

CLEARPOINT WEALTH MANAGEMENT, LLC

COLLEYVILLE, TX

$68M

JOSEPH HOPKINS AND ASSOCIATES LLC

TOMBALL, TX

$67M

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