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Alexander Brady Perry

Alpha Capital Family Office, LLC

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About Alexander Brady Perry

Alexander Brady Perry is an investment advisor representative with Alpha Capital Family Office, LLC. Alexander has been in the industry for several years and has a strong understanding of the financial markets. Alexander is committed to providing personalized financial advice and helping clients achieve their financial goals. He is licensed to provide advisory services in Colorado and Texas.

Firm Information

Alexander Perry is currently registered with Alpha Capital Family Office, LLC. Alpha Capital Family Office, LLC is a registered investment advisor based in Greenwood Village, Colorado. The firm provides financial planning, portfolio management for individuals, and consulting services. They manage approximately $140 million in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Alpha Capital Family Office, LLC

5750 S. ULSTER CIRCLE EAST

GREENWOOD VILLAGE, CO 80111

$140.23M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Alexander Perry’s Registration & Firm History

CO

07/24/2024 - Present

Alpha Capital Family Office, LLC (GREENWOOD VILLAGE CO)

CO

05/03/2019 - 07/09/2024

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 12/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/19/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Brady Perry.
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