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ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
CRD 157714File 801-112997
APPROVED
Retail clients
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$238.1M
Below cohort median (national)
Discretionary AUM
$201.8M
Non-discretionary $36.3M
Clients
614
1,051 accounts
Employees
36
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 30, 2018
- Principal office
- 10 DRS. JAMES PARKER BLVD, SUITE 202, RED BANK, NJ, 07701
- Phone
- 212-687-5650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.1M
- Discretionary AUM
- $201.8M
- Non-discretionary AUM
- $36.3M
- Discretionary accounts
- 740
- Non-discretionary accounts
- 311
- Total accounts
- 1,051
- AUM per client
- $388K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $164.2M |
| Individuals (other than high net worth individuals) | 542 | $73.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 11- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 36 | increased by7 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 621 | 614 | decreased by7 |
| Apr 1, 2026 | AUM | $212,106,766 | $238,078,668 | increased by$25,971,902 |
| Apr 1, 2026 | Accounts | 999 | 1,051 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 29 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 178 | 621 | increased by443 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $79,796,215 | $212,106,766 | increased by$132,310,551 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 314 | 999 | increased by685 |
| Apr 1, 2022 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 104 | 178 | increased by74 |
| Apr 1, 2022 | AUM | $46,327,627 | $79,796,215 | increased by$33,468,588 |
| Apr 1, 2022 | Accounts | 109 | 314 | increased by205 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALEXANDER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALEXANDER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.