Alpha Capital Family Office, Llc
- Regulatory AUM
- $296M
- Discretionary
- $219M
- Clients
- 147
- Avg AUM / client
- $2.0M
- Accounts
- 535
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $20.2M | 6.82% |
| High net worth individuals | 83 | $265M | 89.7% |
| Charitable organizations | Fewer than 5 clients | $2.8M | 0.95% |
| Corporations and other businesses | Fewer than 5 clients | $7.5M | 2.55% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Monahan, Dora, Louise | Member | Jan 2018 (9y) | ≈ 7.03% – 37.5% via Dd Capital, Llc | |
| Michael Thomas Dieschbourg | Cco, Cio, Ceo | Aug 2024 (2y) | Less than 5% | |
| Campbell, Douglas, Walter | Manager | Nov 2024 (2y) | GP / trustee / elected manager of Family Office Solutions Llc (indirect) | |
| Shipley, Jeffrey, Howard | Manager | Nov 2024 (2y) | GP / trustee / elected manager of Family Office Solutions Llc (indirect) | |
| Smith, Maxwell, Tyler | Manager | Nov 2024 (2y) | GP / trustee / elected manager of Family Office Solutions Llc (indirect) | |
| Christopher M Baxter | Registered representative | Mar 2020 (6y) | ||
| Thomas Collins Riley | Registered representative | CFA | Apr 2024 (2y) | |
| Alexandra Romeo Boyles | Registered representative | Jul 2024 (2y) | ||
| William Coughlin | Registered representative | Jul 2024 (2y) | ||
| Jacob N. Guinn | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Family Office Solutions Llc | Manager, Member | Nov 2024 | A | 75% or more |
| Dd Capital, Llc | Member | Oct 2024 | B | ≈ 14.06% – 50% via Acfo Llc |
| Summit Insights Llc | Member | Nov 2024 | B | ≈ 18.75% – 50% via Family Office Solutions Llc |
| Acfo Llc | Member | Nov 2024 | B | ≈ 18.75% – 50% via Family Office Solutions Llc |
| The J.H.K. Venture Capital Limited Partnership | Manager | Nov 2024 | B | GP / trustee / elected manager of Family Office Solutions Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Monahan, Dora, Louise: 50% – 75% of Dd Capital, Llc × 75% – 100% of Acfo Llc × 25% – 50% of Family Office Solutions Llc × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Dd Capital, Llc: 75% – 100% of Acfo Llc × 25% – 50% of Family Office Solutions Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Summit Insights Llc: 25% – 50% of Family Office Solutions Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Acfo Llc: 25% – 50% of Family Office Solutions Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $246M (83% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗