Alpha Capital Management Group Llc
- Regulatory AUM
- $734M
- Discretionary
- $83.0M
- Clients
- 470
- Avg AUM / client
- $1.6M
- Accounts
- 618
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $13.6M | 1.86% |
| High net worth individuals | 36 | $66.3M | 9.03% |
| Pension and profit sharing plans | 382 | $625M | 85.1% |
| Charitable organizations | 1 | $2.6M | 0.36% |
| State or municipal government entities | 1 | $26.4M | 3.6% |
| Corporations and other businesses | 1 | $413K | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Blue Canyon Technologies, Inc. 401(k) Profit Sharing Plan Blue Canyon Technologies, Inc. | 2024 | |
| Gen Ii Management, Llc 401(k) Plan Gen Ii Management, Llc | 2024 | |
| Sondermind, Inc. 401(k) Plan Sondermind, Inc. | 2024 | |
| Honnen Equipment Company Profit Sharing 401(k) Plan And Trust Honnen Equipment Company | 2024 | |
| Telvista, Inc. 401(k) Savings Plan Telvista, Inc. | 2024 | |
| Claro Enterprise Solutions Llc Retirement Savings Plan Claro Enterprise Solutions Llc | 2024 | |
| Bkt Shd Employee Savings & Retirement Plan Beckett Collectibles Holdings, Llc | 2024 | |
| Club Assist Us Llc/Joint Ventures Retirement Plan Club Assist Us Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ian Douglas Campbell | Member | Jul 2016 (10y) | ≈ 18.75% – 50% via Elevate Wealth Management, Llc | |
| Mark Andrew Ell | Member | Jul 2016 (10y) | ≈ 18.75% – 50% via Business Wealth Management Strategies, Llc | |
| Garrison Wells Campbell | Member | CFP | Jan 2019 (8y) | ≈ 18.75% – 50% via Gwc Capital, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elevate Wealth Management, Llc | Managing Member | Jan 2019 | A | 25% – 50% |
| Business Wealth Management Strategies, Llc | Managing Member | Jan 2019 | A | 25% – 50% |
| Gwc Capital, Llc | Managing Member | Jun 2023 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Ian Douglas Campbell: 75% – 100% of Elevate Wealth Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Mark Andrew Ell: 75% – 100% of Business Wealth Management Strategies, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Garrison Wells Campbell: 75% – 100% of Gwc Capital, Llc × 25% – 50% 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.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Blue Canyon Technologies, Inc. 401(k) Profit Sharing Plan | Blue Canyon Technologies, Inc. | 426 | $39.5M | 01/01/2024 |
| Gen Ii Management, Llc 401(k) Plan | Gen Ii Management, Llc | 1,062 | $61.3M | 01/01/2024 |
| Sondermind, Inc. 401(k) Plan | Sondermind, Inc. | 261 | $12.5M | 01/01/2024 |
| Honnen Equipment Company Profit Sharing 401(k) Plan And Trust | Honnen Equipment Company | 0 | $0 | 01/01/2024 |
| Telvista, Inc. 401(k) Savings Plan | Telvista, Inc. | 306 | $4.6M | 01/01/2024 |
| Claro Enterprise Solutions Llc Retirement Savings Plan | Claro Enterprise Solutions Llc | 210 | $31.9M | 01/01/2024 |
| Bkt Shd Employee Savings & Retirement Plan | Beckett Collectibles Holdings, Llc | 364 | $16.8M | 01/01/2024 |
| Club Assist Us Llc/Joint Ventures Retirement Plan | Club Assist Us Llc | 193 | $11.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 953 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
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $45.5M (6% of AUM) Mar 2026
- LPL Financial $24.3M (3% of AUM) Mar 2026
- Charles Schwab & Co. $1.6M (0% of AUM) Mar 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗