Asset manager · Denver, CO
Alpha Capital Management Group LLC
SEC-registered investment adviser · CRD 283624 · SEC 801-107838
At a glance
Alpha Capital Management Group LLC is an SEC-registered investment adviser based in Denver, Colorado, with $734 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 85 individual clients. By Form ADV it is a asset manager, ranked 1,508th of 3,218 asset managers and 6,387th of 17,210 SEC-registered advisers by assets.
Main office 303-900-1919alphacmg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $734M
- Rank among asset managers
- #1,508 of 3,218
- Rank among all SEC RIAs
- #6,387 of 17,210
- Rank in Colorado
- #106 of 359
- Individual clients
- 85
- High-net-worth clients
- 36
- Accounts
- 618
- Discretionary
- 11% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 382 | $625M | 85% |
| High-net-worth individuals | 36 | $66M | 9% |
| State or municipal government entities | 1 | $26M | 4% |
| Individuals | 49 | $14M | 2% |
| Charitable organizations | 1 | $3M | <1% |
| Corporations or other businesses | 1 | $0M | <1% |
Disciplinary disclosures
Alpha Capital Management Group LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗alphacmg.com ↗
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The full record on Alpha Capital Management Group LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 1,011 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Alpha Capital Management Group LLC manage?
Alpha Capital Management Group LLC reports $734 million in regulatory assets under management across 618 accounts, 11% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Alpha Capital Management Group LLC?
Alpha Capital Management Group LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Alpha Capital Management Group LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($625 million, 382 clients); high-net-worth individuals ($66 million, 36 clients); state or municipal government entities ($26 million, 1 clients).
Does Alpha Capital Management Group LLC have any disciplinary history?
Alpha Capital Management Group LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Alpha Capital Management Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →