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They include 542 individual clients and 72 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Alexander Capital Wealth Management offer?","answer":"Alexander Capital Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Alexander Capital Wealth Management use?","answer":"Alexander Capital Wealth Management’s separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $238M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alexander Capital Wealth Management have?","answer":"Alexander Capital Wealth Management has 36 investment adviser representatives registered with state securities authorities, out of 36 employees, and 35 perform investment advisory functions. 36 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alexander Capital Wealth Management invest in?","answer":"At the end of its last fiscal year, Alexander Capital Wealth Management’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents, 2% investment grade corporate bonds, 1% state and local bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Alexander Capital Wealth Management?","answer":"Alexander Capital Wealth Management’s direct owners are Rocco Guidicipietro (50% to 75%) and Joseph Amato (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Alexander Capital Wealth Management get paid?","answer":"Alexander Capital Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Alexander Capital Wealth Management?","answer":"Alexander Capital Wealth Management’s main office is at 10 DRS. James Parker BLVD, Suite 202, Red Bank, NJ 07701. Its phone number is 212-687-5650.","source":"Form ADV Part 1A, Item 1.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}