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EAGLE FINANCIAL STRATEGIES
Legal name: ALPHA CAPITAL ADVISORS, INC.
CRD 138825File 801-120376
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$146.0M
Bottom 25% of cohort (national)
Discretionary AUM
$146.0M
Clients
294
504 accounts
Employees
6
Bottom 25% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 24, 2021
- Principal office
- ONE CUMBERLAND PLACE, SUITE 204, BANGOR, ME, 04401
- Phone
- 207-989-5522
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.0M
- Discretionary AUM
- $146.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 504
- Non-discretionary accounts
- 0
- Total accounts
- 504
- AUM per client
- $497K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $755K |
| High net worth individuals | 45 | $82.2M |
| Pension and profit sharing plans | Fewer than 5 | $6.1M |
| Individuals (other than high net worth individuals) | 249 | $57.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.