Tadd Killpack
Tadd Killpack is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Cottonwood, UT, with 22 years of industry experience. Tadd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 614 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual portfolio management fees range from 0.25% to 2.00% based on asset value, complexity, and administration. Wrap fee programs range from 0.10% to 2.00%. Fees are negotiable.
Fee Estimator
Location
Cottonwood, UT
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2026Employment Separation After Allegations
July 2026Other Business Activities
Tadd is the 100% owner of Rising Sun Wealth Management, operating as a DBA for his Investment Advisor business, dedicating full-time hours. He is also an advisor with International Assets Investment Management LLC, spending about half his time there.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
International Assets Investment Management, LLC
Bolton Global Asset Management
Bolton Global CapitalBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.