RIA Intel›Advisers›Texas›CAPITAL ALLIANCE WEALTH MANAGEMENT, LLC

CAPITAL ALLIANCE WEALTH MANAGEMENT, LLC

Advisory

SAN ANTONIO, TX

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in TX
#1,947
of 2,813 advisers by AUM
Average account
$1M
across 24 accounts
AUM per adviser
$32M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$32M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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