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Ian Campbell

Alpha Capital Management Group LLC
12 Years of Experience
Denver, CO
Sells Insurance
View SEC Summary
View SEC Summary

Ian Campbell is a registered investment advisor at Alpha Capital Management Group LLC, based in Denver, CO, with 12 years of industry experience. Ian 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
—
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Location

100 Fillmore St., 5th Floor, Denver, CO, 80206

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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

Ian is a partial direct owner of Alpha Capital Management Group, LLC through Elevate Wealth Management, LLC, which is primarily for tax purposes and requires minimal time. Ian 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 LLC
August 2015 - January 2017 · 1 yr 5 mos
LPL Financial LLCBroker
July 2015 - January 2017 · 1 yr 6 mos
Gallacher Capital Management, LLC
July 2015 - July 2016 · 1 yr
Wells Fargo Advisors, LLC
April 2014 - July 2015 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
March 2014 - July 2015 · 1 yr 4 mos
State Registrations2 states
COTX
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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