Alexander Capital Wealth Management Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 157714
· SEC file 801-112997
· Red Bank, NJ
· WWW.ALEXANDERCAPITALWEALTHMANAGEMENT.COM
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $238M
- Discretionary
- $202M
- Clients
- 614
- Avg AUM / client
- $388K
- Accounts
- 1,051
- Employees
- 36
AUM over time
$30.4M
$238M
Dec 2017
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 542 | $73.9M | 31.0% |
| High net worth individuals | 72 | $164M | 69.0% |
People (38)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guidicipietro, Rocco, Gerard | Managing Member | Oct 2013 (13y) | 50% – 75% | |
| Joseph Anthony Amato | Managing Member | Oct 2013 (13y) | 50% – 75% | |
| Scotty Cameron George | Chief Investment Strategist | Jan 2014 (13y) | Less than 5% | |
| Misiti, Michele, Ann | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Anthony Powell Brasuell | Registered representative | Feb 2017 (9y) | ||
| John Deforrest Williamson | Registered representative | Sep 2017 (9y) | ||
| Paul Michael Messina | Registered representative | Jun 2018 (8y) | ||
| John Owen Slipek | Registered representative | Nov 2019 (7y) | ||
| Nick Filippo | Registered representative | Mar 2020 (6y) | ||
| Robert Lloyd Omohundro | Registered representative | CFP | May 2020 (6y) | |
| Michael William Eldredge | Registered representative | May 2020 (6y) | ||
| Jeremy Landon Presley | Registered representative | May 2020 (6y) | ||
| Scott Arthur Morris | Registered representative | Mar 2021 (5y) | ||
| Philip William Winters | Registered representative | Jul 2021 (5y) | ||
| Jeanpaul Charles Skovronck | Registered representative | Jul 2021 (5y) | ||
| Jeffrey John Cathersal | Registered representative | May 2022 (4y) | ||
| Dustin Aaron Bachtel | Registered representative | Aug 2022 (4y) | ||
| Vito Antonio Francone | Registered representative | Oct 2022 (4y) | ||
| Stephen William Guercio | Registered representative | Mar 2023 (3y) | ||
| Steven Anthony Bencivenga | Registered representative | Jul 2023 (3y) | ||
| Niccole Marie Palacios | Registered representative | Mar 2024 (2y) | ||
| Wesley Heinrichs | Registered representative | CFP | Jun 2024 (2y) | |
| Edward Nelson Portelles | Registered representative | CFP | Jan 2025 (2y) | |
| Gina Marie Portelles | Registered representative | Jan 2025 (2y) | ||
| Jesus Quezada | Registered representative | Jan 2025 (2y) | ||
| Sean Michael Murphy | Registered representative | Jan 2025 (2y) | ||
| James Allen Mayes | Registered representative | Jan 2025 (2y) | ||
| Alec J. Seccafico | Registered representative | Jul 2025 (1y) | ||
| Clemente Palacios | Registered representative | Jul 2025 (1y) | ||
| Jon Paul Cirelli | Registered representative | Jul 2025 (1y) | ||
| Jobani Sanabria | Registered representative | Aug 2025 (1y) | ||
| Menachem Nahum Daniels | Registered representative | Oct 2025 (1y) | ||
| Amy Nuttall Zwaan | Registered representative | Jan 2026 (1y) | ||
| James F Boyle | Registered representative | Jan 2026 (1y) | ||
| William Russell Lloyd | Registered representative | CFP | Jan 2026 (1y) | |
| Kevin Heinz Kulins | Registered representative | Jan 2026 (1y) | ||
| Gene V Panasenko | Registered representative | Feb 2026 (0y) | ||
| William Ippolito | Registered representative | Feb 2026 (0y) |
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) | 04/24/2026 | 1.22 MB | 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
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $238M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗