{
  "crd_number": 157714,
  "slug": "alexander-capital-wealth-management-llc-red-bank-nj-157714",
  "primary_business_name": "ALEXANDER CAPITAL WEALTH MANAGEMENT LLC",
  "legal_name": "ALEXANDER CAPITAL WEALTH MANAGEMENT LLC",
  "dbas": [
    "ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT",
    "AXIO WEALTH STRATEGIES",
    "LCORE WEALTH MANAGEMENT LLC",
    "MEDAX CAPITAL",
    "PIVOT PROFESSIONAL PARTNERS"
  ],
  "city": "Red Bank",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-30",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-31",
  "carried_forward": false,
  "raum_total": 238078668.0,
  "raum_discretionary": 201769296.0,
  "raum_non_discretionary": 36309372.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 36,
  "advisory_employees": 35,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 73903428.0,
      "count": 542
    },
    "high_net_worth_individuals": {
      "raum": 164175240.0,
      "count": 72
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "LA",
    "MO",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OR",
    "PA",
    "SC",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://alexandercapitallp.com",
    "https://alexandercapitalwealthmanagement.com",
    "https://arthurmorrislifestylewm.com",
    "https://axiows.com",
    "https://lcore.com",
    "https://linkedin.com/company/alexander-capital-lp1",
    "https://medaxcap.com",
    "https://pivotprofessionalpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157714",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "RED BANK",
  "url": "https://advisorcensus.com/firm/alexander-capital-wealth-management-llc-red-bank-nj-157714",
  "display_name": "Alexander Capital Wealth Management LLC",
  "summary": "Alexander Capital Wealth Management LLC is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.",
  "citation": "AdvisorCensus. Alexander Capital Wealth Management LLC (CRD 157714): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Alexander Capital Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alexander Capital Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Alexander Capital Wealth Management LLC located?",
      "a": "Alexander Capital Wealth Management LLC's principal office is in Red Bank, NJ, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Alexander Capital Wealth Management LLC registered with the SEC or a state?",
      "a": "Alexander Capital Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157714."
    },
    {
      "q": "How much does Alexander Capital Wealth Management LLC manage?",
      "a": "Alexander Capital Wealth Management LLC reports $238,078,668 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (85% discretionary)."
    },
    {
      "q": "How have Alexander Capital Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Alexander Capital Wealth Management LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alexander Capital Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (542); high net worth individuals (72)."
    },
    {
      "q": "Which custodians does Alexander Capital Wealth Management LLC use?",
      "a": "Alexander Capital Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alexander Capital Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157714"
    },
    {
      "q": "What changed in Alexander Capital Wealth Management LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 46327627.0,
      "total_employees": 22,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 79796215.0,
      "total_employees": 23,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 78759127.0,
      "total_employees": 25,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 120789910.0,
      "total_employees": 26,
      "filing_date": "2024-05-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 212106766.0,
      "total_employees": 29,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 238078668.0,
      "total_employees": 36,
      "filing_date": "2026-07-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Its Item 11 disclosure answers changed (now yes: 11.E(4); now no: 11.D(5))."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/alexander-capital-wealth-management-llc-red-bank-nj-157714.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 542,
      "fewer_than_5": false,
      "raum": 73903428.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 164175240.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157714",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}