ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Latest filing: Mar 11, 2025 (113 days ago)
AUM
$212,106,766
76% change vs. 1 year ago
166% change vs. 3 years ago
519% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
29
12% change vs. 1 year ago
26% change vs. 3 years ago
222% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
RED BANK, NJ
10 DRS. JAMES PARKER BLVD, RED BANK, NJ, UNITED STATES, 7701
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 401 | $0.1 |
| Average Individual AUM | $179,272 | |
| HNW | 220 | $0.1 |
| Average HNW AUM | $637,357 | |
| Retail Total | 621 | $0.2 |
| Average Retail AUM | $341,557 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RBC CAPITAL MARKETS, LLC | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 52% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 4% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 10% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 27% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 6% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ALEXANDER CAPITAL MANAGEMENT LLC | $0.0 | - | |
| ALEXANDER CAPITAL INSURANCE | $0.0 | - | |
| ALEXANDER CAPITAL, L.P. | $0.0 | broker-dealer | 40077 |
| ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
25 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| NICK FILIPPO | RED BANK | NJ | S63|2015-07-20|S65|2020-01-30 | ||||||
| NICCOLE PALACIOS | RED BANK | NJ | S66|2019-06-15 | ||||||
| PAUL MESSINA | RED BANK | NJ | S63|2011-03-28|S65|2017-11-29 | ||||||
| PHILIP WINTERS | RED BANK | NJ | S63|1991-04-15|S65|1992-08-14 | ||||||
| JOHN WILLIAMSON | RED BANK | NJ | S63|1993-09-13|S65|1995-11-13 | ||||||
| STEPHEN GUERCIO | RED BANK | NJ | S63|2014-11-04|S66|2017-03-11 | ||||||
| ROGER ROEMMICH | RED BANK | NJ | S63|1984-08-30|S65|1992-02-13|S66|2004-02-19 | ||||||
| JEREMY PRESLEY | RED BANK | NJ | S66|2016-10-07 | ||||||
| SCOTTY GEORGE | RED BANK | NJ | S63|1982-01-29|S65|1996-08-29 | ||||||
| EDWARD PORTELLES | RED BANK | NJ | S65|1999-10-18|S63|2019-08-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES MAYES | RED BANK | NJ | S63|1997-06-18|S66|2013-09-27 | ||||||
| JESUS QUEZADA | RED BANK | NJ | S63|2007-06-07|S65|2008-12-13 | ||||||
| JAMES BOYLE | RED BANK | NJ | S66|2006-10-24 | ||||||
| GINA PORTELLES | RED BANK | NJ | S63|1998-12-18|S65|2002-01-25 | ||||||
| ROBERT OMOHUNDRO | RED BANK | NJ | S63|1993-12-08 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL ELDREDGE | RED BANK | NJ | S63|1997-09-05|S66|2011-03-23 | ||||||
| SCOTT MORRIS | RED BANK | NJ | S66|2010-05-18 | ||||||
| JEFFREY CATHERSAL | RED BANK | NJ | S63|2008-04-30|S65|2001-05-02 | ||||||
| STEVEN BENCIVENGA | RED BANK | NJ | S63|1998-02-03|S66|2020-01-24 | ||||||
| VITO FRANCONE | RED BANK | NJ | S63|1995-01-11|S66|2007-08-15 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 29 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 29 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.1 | 76% | 26 | 3 | 12% |
| 2023-04-04 | $0.1 | $0.1 | 169% | 25 | 4 | 16% |
| 2022-04-01 | $0.1 | $0.1 | 166% | 23 | 6 | 26% |
| 2021-04-05 | $0.0 | $0.2 | 358% | 22 | 7 | 32% |
| 2020-04-01 | $0.0 | $0.2 | 519% | 9 | 20 | 222% |
| 2019-04-01 | $0.0 | $0.2 | 598% | 8 | 21 | 262% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, AR-04/30/2018, AZ-09/07/2021, CA-10/09/2019, CO-01/18/2022, CT-09/22/2023, FL-08/14/2018, GA-04/13/2020, LA-10/14/2020, MO-03/08/2021, NE-07/09/2020, NH-05/16/2024, NJ-05/16/2018, NY-04/30/2018, OR-09/22/2020, PA-08/15/2023, SC-09/14/2018, TX-04/30/2018, WA-04/30/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV