ALPHA CAPITAL FAMILY OFFICE, LLC

CRD 307521File 801-118157

APPROVED

Retail clients

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$295.9M

Below cohort median (national)

Discretionary AUM

$218.5M

Non-discretionary $77.4M

Clients

147

535 accounts

Employees

Below cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Feb 28, 2020
Principal office: 5750 S. ULSTER CIRCLE EAST, SUITE 300, GREENWOOD VILLAGE, CO, 80111
Phone: 303-900-0185
Website: https://acfamilyoffice.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $295.9M
Discretionary AUM: $218.5M
Non-discretionary AUM: $77.4M
Discretionary accounts: 523
Non-discretionary accounts: 12
Total accounts: 535
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.5M
Charitable organizations	Fewer than 5	$2.8M
High net worth individuals	83	$265.4M
Individuals (other than high net worth individuals)	64	$20.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.