# Alpha Squared Capital, LLC

> Alpha Squared Capital, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 300797
- Filed as: ALPHA SQUARED CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300797
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-squared-capital-llc-scottsdale-az-300797

## Quick answers

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

**Where is Alpha Squared Capital, LLC located?**
Alpha Squared Capital, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Alpha Squared Capital, LLC registered with the SEC or a state?**
Alpha Squared Capital, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300797.

**How much does Alpha Squared Capital, LLC manage?**
Alpha Squared Capital, LLC reports $35,392,597 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Alpha Squared Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (5).

**Does Alpha Squared Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300797

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $35,392,597
- Discretionary: $35,392,597
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $20,221,608 |
| High net worth individuals | 5 | $15,170,989 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphasquaredcapital.com
- Facebook @alphasquaredcapital
- Instagram @alphasquaredcapital
- LinkedIn @alphasquaredcapital
- YouTube @UC_zLMAtJjaQHmhNsjMhOUg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Squared Capital, LLC (CRD 300797): Form ADV filing data as of October 2026.