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CFP
GC
CFP

Garrison Campbell

Alpha Capital Management Group LLC
15 Years of Experience
Chandler, AZ
Sells Insurance
View SEC Summary
View SEC Summary

Garrison Campbell is a CFP-designated registered investment advisor at Alpha Capital Management Group LLC, based in Chandler, AZ, with 15 years of industry experience. Garrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 470 clients with $730M in assets under management.

Alpha Capital Management Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
470 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$734.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum investment advisory fee is 1.50%. Fixed fees range from $500 to $100,000. Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2705 S. Alma School Road, Suite 2, Chandler, AZ, 85286

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Garrison is a managing member of GWC Capital, LLC, a pass-through entity for Alpha Capital Management Group income, requiring minimal time. He is also an insurance agent selling fixed life insurance products.

Employment History
Current Registrations
Alpha Capital Management Group LLC
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
July 2015 - September 2018 · 3 yrs 2 mos
Gallacher Capital Management, LLC
July 2015 - July 2016 · 1 yr
Wells Fargo Advisors, LLC
May 2011 - July 2015 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2011 - July 2015 · 4 yrs 3 mos
State Registrations2 states
AZCO
Advisor

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.

Exams
No exam information available for this advisor.
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