SourcingSourcing

ALPHA CAPITAL FAMILY OFFICE, LLC

C28
CRD 307521·SEC 801-118157·GREENWOOD VILLAGE, CO
AUM
$295.9M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$888K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPHA CAPITAL FAMILY OFFICE, LLC
CRD
307521
SEC file #
801-118157
EIN
—
DBA names
—

Economics

AUM
$295.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$141.5M → $295.9M▲ +109%
Client mix
Individuals High Net Worth83
Individuals Other64

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
3 advisors → 7 advisors▲ +133%
Primary office
GREENWOOD VILLAGE CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
acfamilyoffice.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAMILY OFFICE SOLUTIONS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FAMILY OFFICE SOLUTIONS LLC
DIESCHBOURG, MICHAEL, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ACFAMILYOFFICE.COM
Rdap Domain Creation Date
2020-01-14T16:04:59Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-14T16:04:59Z
Rdap Domain Last Changed
2026-01-30T01:25:57Z
Rdap Nameservers
Dns1.p08.nsone.netDns2.p08.nsone.netDns3.p08.nsone.netDns4.p08.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (7)

7
DIESCHBOURG, MICHAEL, THOMAS
IAR · Executive Officer · 2.5%
1177925
SMITH, MAXWELL, TYLER
Executive Officer · 2.5%
5636234
THOMAS COLLINS RILEY
IAR
2856366
CHRISTOPHER M BAXTER
IAR
6900858
Alexandra Romeo Boyles
IAR
7011084
DOUGLAS WALTER CAMPBELL
IAR
1157205
WILLIAM COUGHLIN
IAR
5799575