# Alpha Capital Management Group LLC

> Alpha Capital Management Group LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 283624
- Filed as: ALPHA CAPITAL MANAGEMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283624
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-capital-management-group-llc-denver-co-283624

## Quick answers

**How is Alpha Capital Management Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Capital Management Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Alpha Capital Management Group LLC located?**
Alpha Capital Management Group LLC's principal office is in Denver, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Alpha Capital Management Group LLC registered with the SEC or a state?**
Alpha Capital Management Group LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283624.

**How much does Alpha Capital Management Group LLC manage?**
Alpha Capital Management Group LLC reports $734,390,429 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (11% discretionary).

**How have Alpha Capital Management Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Alpha Capital Management Group LLC: Regulatory assets under management: $213,723,564 in the October 2021 data and $734,390,429 in the October 2026 data, up 244%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alpha Capital Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (382); individuals (other than high net worth individuals) (49); high net worth individuals (36).

**Which custodians does Alpha Capital Management Group LLC use?**
Alpha Capital Management Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Alpha Capital Management Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283624

**Does Alpha Capital Management Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Our minimum initial account value is $250,000 in assets; however, we may accept accounts for less than the minimum."

**What changed in Alpha Capital Management Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $613,459,465 to $734,390,429 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $250,000

> Our minimum initial account value is $250,000 in assets; however, we may accept accounts for less than the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL Financial 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.

### Regulatory assets under management (Item 5.F)
- Total: $734,390,429
- Discretionary: $82,996,584
- Non-discretionary: $651,393,845

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $13,626,797 |
| High net worth individuals | 36 | $66,322,522 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 382 | $624,945,522 |
| Charitable organizations | 1 | $2,634,387 |
| State or municipal government entities (including government pension plans) | 1 | $26,448,323 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $412,878 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chandler, AZ

### Websites listed on Form ADV (Item 1.I)
- alphacmg.com
- LinkedIn @alpha-capital-management-group-llc
- LinkedIn @garrison-campbell
- LinkedIn @ian-campbell-aif-cpfa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,723,564 | 3 | April 1, 2021 |
| October 2022 | $310,168,683 | 4 | July 22, 2022 |
| October 2023 | $314,809,836 | 4 | March 14, 2023 |
| October 2024 | $421,922,654 | 4 | March 28, 2024 |
| October 2025 | $613,459,465 | 3 | March 21, 2025 |
| October 2026 | $734,390,429 | 3 | March 26, 2026 |

Regulatory assets under management: $213,723,564 in the October 2021 data and $734,390,429 in the October 2026 data, up 244%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $613,459,465 to $734,390,429 (+20%).

### February 2026
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Capital Management Group LLC (CRD 283624): Form ADV filing data as of October 2026.