Fee-only adviser · McLean, VA
Alpha Capital Wealth Advisors, LLC
Alpha Capital Wealth Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with a mailing address in McLean, Virginia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed August 19, 2026, it reports $13M in regulatory assets under management, 13 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 328727 |
| Office | McLean, VA (mailing address; office not published) |
| Phone | (571) 992-5537 |
| Website | Not listed |
| Regulatory assets under management | $13M |
| Individual clients | 8 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | August 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in McLean
- Bogart Wealth, LLC $3.2B
- West Financial Services, Inc. $2.8B
- Andersen $6.3B
- Brown | Miller Wealth Management, LLC $991M
- Centurion Wealth Management $786M
- Olio Financial Planning $601M
See all 26 fee-only advisers in McLean →
Nearby
- Tysons 2 firms
- Tysons Corner 1 firm
- Vienna 15 firms
- Cabin John 1 firm
- Potomac 1 firm
- Great Falls 2 firms
- Reston 16 firms
- Falls Church 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Alpha Capital Wealth Advisors, LLC? Update this listing.