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ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508File 801-131809
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.2M
Bottom 25% of cohort (national)
Discretionary AUM
$104.2M
Clients
17
17 accounts
Employees
3
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 13, 2025
- Principal office
- 125 ELM STREET, NEW CANAAN, CT, 06840-0201
- Phone
- 203-966-7707
- Website
- HTTP://WWW.ALEXCAPADV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.2M
- Discretionary AUM
- $104.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $6.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $11.4M |
| Pooled investment vehicles | 1 | $92.2M |
| Individuals (other than high net worth individuals) | 6 | $511K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.