Alexander Capital Wealth Management LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated April 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$238,078,668 as of October 2026, filing dated July 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT, AXIO WEALTH STRATEGIES, LCORE WEALTH MANAGEMENT LLC, MEDAX CAPITAL, PIVOT PROFESSIONAL PARTNERS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2018 (8 years)

Employees

Total: 36. Performing investment advisory functions: 35.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

6 other offices, as of the August 2026 filing

Alhambra, CAAtlanta, GAGlasgow, MORonkonkoma, NYThe Villages, FLWest Palm Beach, FL

States registered or notice-filed

19 states or jurisdictions

ARAZCACOCTFLGALAMONENHNJNYORPASCTXUTWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $46,327,627 in the October 2021 data and $238,078,668 in the October 2026 data, up 414%.

Total employees: 22 in October 2021 and 36 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Registered or notice-filed in UT.
2. May 2026
   • Its Item 11 disclosure answers changed (now yes: 11.E(4); now no: 11.D(5)).
3. April 2026
   • Added the business name Pivot Professional Partners.
   • Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(5)).
   • Employees performing advisory functions went from 28 to 35.
   • Regulatory assets under management went from $212,106,766 to $238,078,668 (+12%).
   • Added an office in Ronkonkoma, NY.
4. February 2026
   • Added the business name Medax Capital.
   • Added the business name Axio Wealth Strategies.
   • Added an office in Alhambra, CA.
   • Added an office in West Palm Beach, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.