ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

CRD

157714

SEC file #

801-112997

EIN

821510762

DBA names

—

Economics

AUM

$238.1M

AUM band

$100M-$500M

AUM trajectory

'20 · $30.4M

'21 · $34.3M

'22 · $46.3M

'23 · $79.8M

'25 · $212.1M

'26 · $238.1M

'20'26

$30.4M → $238.1M▲ +684%

sec adv history

Client mix

Individuals Other	542
Individuals High Net Worth	72

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 9 advisors

'22 · 21 advisors

'23 · 20 advisors

'25 · 28 advisors

'26 · 35 advisors

'20'26

7 advisors → 35 advisors▲ +400%

sec adv history

Primary office

RED BANK NJ

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/24/2026

alexandercapitalwealthmanagement.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

AMATO, JOSEPH, ANTHONY

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

AMATO, JOSEPH, ANTHONY

GUIDICIPIETRO, ROCCO, GERARD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ALEXANDERCAPITALWEALTHMANAGEMENT.COM

Rdap Domain Creation Date

2014-01-31T19:43:15Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001713236

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-10-12

Edgar Last Filing Date

2020-06-15

Edgar Form D Count

Edgar Form D Offerings

2020-06-152020-06-15 · 0001713236-20-000001

2019-10-242019-10-24 · 0001713236-19-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

1800 VALLEY VIEW LANESUITE 400FARMERS BRANCH, TX 75234

Business

1800 VALLEY VIEW LANESUITE 400FARMERS BRANCH, TX 75234

Edgar EIN

821510762

Edgar Recent Filings

D/A2020-06-15 · 0001713236-20-000001

D/A2019-10-24 · 0001713236-19-000003

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-31T19:43:15Z

Rdap Domain Last Changed

2026-02-01T17:26:24Z

Rdap Nameservers

Ns49.domaincontrol.comNs50.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2751635

Trust Company Affiliate

IAR · Direct Owner · 62.5%

People (39)

AMATO, JOSEPH, ANTHONY

2751635

ROCCO GERARD GUIDICIPIETRO

Direct Owner · 62.5%

2489732

GEORGE, SCOTTY, CAMERON

IAR · Executive Officer · 2.5%

1023983

MICHELE ANN MISITI

Executive Officer · 2.5%

MICHAEL WILLIAM ELDREDGE

2903014

MENACHEM NAHUM DANIELS

1521504

STEPHEN WILLIAM GUERCIO

1523331

ROBERT LLOYD OMOHUNDRO

PHILIP WILLIAM WINTERS

JEREMY Landon PRESLEY

6685733

EDWARD NELSON PORTELLES

JEANPAUL CHARLES SKOVRONCK

2897613

WILLIAMSON, JOHN, DEFORREST

2357023

VITO ANTONIO FRANCONE

2349326

Niccole Marie Palacios

ANTHONY POWELL BRASUELL

WILLIAM RUSSELL LLOYD