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Douglas Walter Campbell

Alpha Capital Family Office, LLC

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About Douglas Walter Campbell

Douglas Campbell is an investment advisor representative with Alpha Capital Family Office, LLC. Douglas is a highly experienced professional with a background in the financial services industry dating back to 1983. Douglas has experience working with individuals, families, and businesses, providing them with financial advice and services.

Firm Information

Douglas Campbell 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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Douglas Campbell’s Registration & Firm History

CO

03/04/2020 - Present

Alpha Capital Family Office, LLC (GREENWOOD VILLAGE CO)

CO

11/30/2017 - 09/14/2018

LPL FINANCIAL LLC (CENTENNIAL CO)

CO

07/28/2015 - 10/31/2017

LPL FINANCIAL LLC (CENTENNIAL CO)

CO

12/13/2010 - 07/29/2015

WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)

FL

02/27/2009 - 12/14/2010

UBS FINANCIAL SERVICES INC. (ORLANDO FL)

FL

04/04/2007 - 03/02/2009

MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)

NC

03/29/2005 - 04/23/2007

WACHOVIA SECURITIES, LLC (CHARLOTTE NC)

TN

01/29/2003 - 08/02/2004

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

CO

01/14/1999 - 01/21/2003

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

PA

09/30/1999 - 09/04/2002

ING AMERICA EQUITIES, INC. (WEST CHESTER PA)

MA

03/23/1994 - 12/31/1998

MUTUAL SERVICE CORPORATION (BOSTON MA)

NY

03/06/1990 - 02/18/1994

MONY SECURITIES CORP. (NEW YORK NY)

NY

03/06/1990 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

MA

03/09/1988 - 12/16/1989

MANEQUITY, INC. (BOSTON MA)

NA

07/13/1987 - 02/17/1988

TRANSAM SECURITIES, INC.

NA

04/11/1986 - 09/03/1986

POE SECURITIES, INC.

NA

11/26/1985 - 04/16/1986

FIRST PARK EQUITIES, INC.

NA

10/24/1985 - 11/14/1985

GLOBAL INVESTOR SECURITIES, INC.

NA

01/24/1985 - 11/01/1985

CAPITAL ANALYSTS, INCORPORATED

NA

09/05/1984 - 01/09/1985

CFS SECURITIES CORP.

NA

09/23/1983 - 08/30/1984

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 03/06/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1985

Series 24 - General Securities Principal Examination

BC

Issued 09/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/20/1984

Series 7 - General Securities Representative Examination

BC

Issued 09/22/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Douglas Walter Campbell. Review regulatory record here.
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