Manager · Alpha Capital Family Office, LLC
Jeffrey H. Shipley
CRD 3129955 · Named on Form ADV at one SEC-registered adviser
At a glance
Alpha Capital Family Office, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $296 million in regulatory assets, lists Jeffrey H. Shipley on its Form ADV as Manager, a control person.
Firms and roles
- Alpha Capital Family Office, LLCManagerWealth manager · Greenwood Village, CO · $296M in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael T. DieschbourgCCO, CIO, CEO, Alpha Capital Family Office, LLC
- Maxwell T. SmithPresident, Chief Financial Officer, Alpha Capital Family Office, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.