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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

CRD 157714

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3d105ba-4fdc-8856-7565-a64cd8b3d39c

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 48
Dated events: 10
On other graphs: 0
Observed: Mar 28, 2018 to Jul 31, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=36.0
Regulatory AUM: $238MItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $202M
Private client RAUM: $238MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 35
RAUM per advisor: $6.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 36
Advisory employees: 35
Offices: 25Schedule D 1.F, beyond the principal office
Accounts: 1,051
Individual clients: 542
High net worth clients: 72
SEC number: 801-112997
CRD: 157714
Filings on the tape: 38
First filed: Mar 28, 2018
Latest filed: Jul 31, 2026
Organised: Limited Liability Company, NY
Website: axiows.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 35

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY POWELL BRASUELL	n/a	Norfork, AR \| RED BANK, NJ	9	35	1	yes
JOHN DEFORREST WILLIAMSON	n/a	RED BANK, NJ \| Steilacoom, WA \| TACOMA, WA	9	33	3	yes
PAUL MICHAEL MESSINA	n/a	LONG ISLAND CITY, NY \| RED BANK, NJ	8	15	n/a	yes
MENACHEM NAHUM DANIELS	n/a	West Palm Beach, FL \| RED BANK, NJ \| WEST PALM BEACH, FL	7	34	6	no
JOHN OWEN SLIPEK	n/a	RED BANK, NJ \| Red Bank, NJ	6	22	n/a	yes
NICK FILIPPO	n/a	RED BANK, NJ \| Red Bank, NJ	6	11	n/a	yes
ROBERT LLOYD OMOHUNDRO	Certified Financial Planner	Atlanta, GA \| RED BANK, NJ	6	32	4	yes
MICHAEL WILLIAM ELDREDGE	n/a	RED BANK, NJ \| Atlanta, GA	6	29	2	yes
JEREMY Landon PRESLEY	n/a	RED BANK, NJ \| Atlanta, GA	6	10	1	yes
SCOTT ARTHUR MORRIS	n/a	Glasgow, MO \| RED BANK, NJ	5	16	3	yes
JOSEPH ANTHONY AMATO	n/a	Staten Island, NY \| RED BANK, NJ	5	28	1	yes
SCOTTY CAMERON GEORGE	n/a	New York, NY \| RED BANK, NJ	5	44	n/a	yes
PHILIP WILLIAM WINTERS	n/a	RED BANK, NJ \| OLD GREENWICH, CT	5	35	3	yes
JEANPAUL CHARLES SKOVRONCK	n/a	RED BANK, NJ \| STATEN ISLAND, NY	5	29	n/a	yes
JEFFREY JOHN CATHERSAL	n/a	RED BANK, NJ \| TACOMA, WA	4	25	5	yes
Dustin Aaron Bachtel	n/a	Glasgow, MO \| RED BANK, NJ	4	14	n/a	yes
VITO ANTONIO FRANCONE	n/a	Newport Beach, CA \| RED BANK, NJ	3	31	4	yes
STEPHEN WILLIAM GUERCIO	n/a	Red Bank, NJ	3	12	3	yes
STEVEN ANTHONY BENCIVENGA	n/a	RED BANK, NJ	3	28	1	yes
Niccole Marie Palacios	n/a	RED BANK, NJ \| The Villages, FL	2	10	1	yes
Wesley Heinrichs	Certified Financial Planner	Atlanta, GA \| RED BANK, NJ	2	10	4	yes
EDWARD NELSON PORTELLES	Certified Financial Planner	HUGER, SC \| RED BANK, NJ	1	26	3	yes
GINA MARIE PORTELLES	n/a	HUGER, SC \| RED BANK, NJ	1	27	2	yes
JESUS QUEZADA	n/a	RED BANK, NJ \| ALHAMBRA, CA	1	19	6	yes
Sean Michael Murphy	n/a	Dallas, TX \| RED BANK, NJ	1	30	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMATO, JOSEPH, ANTHONY	MANAGING MEMBER	D	yes	10/2013	Mar 28, 2018	May 16, 2024
GUIDICIPIETRO, ROCCO, GERARD	MANAGING MEMBER	D	yes	10/2013	Mar 28, 2018	May 16, 2024
MISITI, MICHELE, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Aug 16, 2021	May 16, 2024
GEORGE, SCOTTY, CAMERON	CHIEF INVESTMENT STRATEGIST	Na	no	01/2014	Mar 28, 2018	May 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALEXANDER CAPITAL INSURANCE	n/a	n/a	n/a	N	yes	n/a
ALEXANDER CAPITAL MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
ALEXANDER CAPITAL, L.P.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	4	yes
Glasgow	Mo	United States	2	yes
Alhambra	CA	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$238M	$202M	36	35	25	n/a	n/a
2024	Mar 11, 2025	$212M	$212M	29	28	18	n/a	n/a
2023	Mar 8, 2024	$121M	$121M	26	25	16	n/a	n/a
2022	Mar 13, 2023	$78.8M	$78.8M	25	22	13	n/a	n/a
2021	Mar 18, 2022	$79.8M	$79.8M	23	20	12	n/a	n/a
2020	Feb 22, 2021	$46.3M	$46.3M	22	21	4	n/a	n/a
2019	Feb 19, 2020	$34.3M	$34.3M	9	9	3	n/a	n/a
2018	Mar 25, 2019	$30.4M	$30.4M	8	7	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
6	2	4	5.7%	1	1	0	16	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$238M	$212M	12.2%	$78.8M	44.6%	36	29	25	18

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CENTAURUS FINANCIAL, INC.	3	Apr 30, 2020	May 27, 2020	ATLANTA, GA	Team lift out	Ibd to RIA	0.9%

Relationships

Registered with (41)

← TADD MERRILL KILLPACKAdvisorregistration: current employment
Aug 25, 2026 to presentfactForm ADV
← William IppolitoAdvisorregistration: current employment
Feb 24, 2026 to presentfactForm ADV
← GENE V PANASENKOAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← Kevin Heinz KulinsAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← WILLIAM RUSSELL LLOYDAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← JAMES F BOYLEAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← MENACHEM NAHUM DANIELSAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← JOBANI SANABRIAAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← Clemente PalaciosAdvisorregistration: current employment
Jul 18, 2025 to presentfactForm ADV
← Alec J. SeccaficoAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← James Allen MayesAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← Sean Michael MurphyAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← EDWARD NELSON PORTELLESAdvisorregistration: previous registration
Sep 17, 2018 to Jan 13, 2021factForm ADV
← GINA MARIE PORTELLESAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JESUS QUEZADAAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Wesley HeinrichsAdvisorregistration: current employment
Jun 10, 2024 to presentfactForm ADV
← Niccole Marie PalaciosAdvisorregistration: current employment
Mar 26, 2024 to presentfactForm ADV
← STEVEN ANTHONY BENCIVENGAAdvisorregistration: current employment
Jul 21, 2023 to presentfactForm ADV
← STEPHEN WILLIAM GUERCIOAdvisorregistration: previous registration
Aug 25, 2017 to Mar 1, 2022factForm ADV
← VITO ANTONIO FRANCONEAdvisorregistration: current employment
Oct 31, 2022 to presentfactForm ADV
← Dustin Aaron BachtelAdvisorregistration: current employment
Aug 12, 2022 to presentfactForm ADV
← JEFFREY JOHN CATHERSALAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← JEANPAUL CHARLES SKOVRONCKAdvisorregistration: current employment
Jul 14, 2021 to presentfactForm ADV
← PHILIP WILLIAM WINTERSAdvisorregistration: current employment
Jul 11, 2021 to presentfactForm ADV
← SCOTTY CAMERON GEORGEAdvisorregistration: current employment
Jun 1, 2021 to presentfactForm ADV
← JOSEPH ANTHONY AMATOAdvisorregistration: current employment
Apr 18, 2021 to presentfactForm ADV
← SCOTT ARTHUR MORRISAdvisorregistration: current employment
Mar 19, 2021 to presentfactForm ADV
← JEREMY Landon PRESLEYAdvisorregistration: current employment
May 27, 2020 to presentfactForm ADV
← MICHAEL WILLIAM ELDREDGEAdvisorregistration: current employment
May 11, 2020 to presentfactForm ADV
← ROBERT LLOYD OMOHUNDROAdvisorregistration: current employment
May 7, 2020 to presentfactForm ADV
and 11 more

Owns (1)

← GEORGE, SCOTTY, CAMERONOwnerCHIEF INVESTMENT STRATEGIST, ownership code NA, individual
Mar 28, 2018 to May 16, 2024factForm ADV

Controls (3)

← MISITI, MICHELE, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 16, 2021 to May 16, 2024factForm ADV
← GUIDICIPIETRO, ROCCO, GERARDOwnerMANAGING MEMBER, ownership code D, individual
Mar 28, 2018 to May 16, 2024factForm ADV
← AMATO, JOSEPH, ANTHONYOwnerMANAGING MEMBER, ownership code D, individual
Mar 28, 2018 to May 16, 2024factForm ADV

Moved with (1)

← CENTAURUS FINANCIAL, INC.Registered adviser3 advisors, team lift out, same day
Apr 30, 2020 to May 27, 2020factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 20, 2026
Advisor changed firm
Amy Nuttall Zwaan left Alexander Capital Wealth Management Llc for Yosemite Capital Management (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Dec 12, 2025
Advisor changed firm
Steven Andrew Mason left Alexander Capital Wealth Management Llc for Vanguard Advisers, Inc. (registered 2026-01-22)
Form ADVobserved 4 days ago
Occurred
May 4, 2024
Advisor changed firm
Ara Alexander Kachadourian left Alexander Capital Wealth Management Llc for Zero Day Capital Enterprises Llc (registered 2024-06-18)
Form ADVobserved 4 days ago
Occurred
Oct 9, 2023
Advisor changed firm
William Lawrence Curry left Alexander Capital Wealth Management Llc for Creativeone Securities, Llc (registered 2023-10-24)
Form ADVobserved 4 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Michael Braccia left Alexander Capital Wealth Management Llc for Eagle Strategies Llc (registered 2023-06-13)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2022
Control person left
Michael John Columbia (Member) no longer on Schedule A of Alexander Capital Wealth Management Llc (listed 2022-01-18, absent 2022-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Stephen William Guercio left Alexander Capital Wealth Management Llc for Clark Dodge Asset Management, Llc (registered 2018-01-31)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2021
Control person joined
Ann Michele Misiti (Chief Compliance Officer) appeared on Schedule A of Alexander Capital Wealth Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2018
First Form ADV filing
Alexander Capital Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 18, 2022
Alexander Capital Wealth Management Llc reported 12 offices beyond its principal office, up from 4 (2022-01-18 to 2022-03-18)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3d105ba-4fdc-8856-7565-a64cd8b3d39c
First observed: Mar 28, 2018
Last observed: Jul 31, 2026 50 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

CRD 157714

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3d105ba-4fdc-8856-7565-a64cd8b3d39c

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY POWELL BRASUELL

n/a

Norfork, AR | RED BANK, NJ

yes

JOHN DEFORREST WILLIAMSON

n/a

RED BANK, NJ | Steilacoom, WA | TACOMA, WA

yes

PAUL MICHAEL MESSINA

n/a

LONG ISLAND CITY, NY | RED BANK, NJ

n/a

yes

MENACHEM NAHUM DANIELS

n/a

West Palm Beach, FL | RED BANK, NJ | WEST PALM BEACH, FL

JOHN OWEN SLIPEK

n/a

RED BANK, NJ | Red Bank, NJ

n/a

yes

NICK FILIPPO

n/a

RED BANK, NJ | Red Bank, NJ

n/a

yes

ROBERT LLOYD OMOHUNDRO

Certified Financial Planner

Atlanta, GA | RED BANK, NJ

yes

MICHAEL WILLIAM ELDREDGE

n/a

RED BANK, NJ | Atlanta, GA

yes

JEREMY Landon PRESLEY

n/a

RED BANK, NJ | Atlanta, GA

yes

SCOTT ARTHUR MORRIS

n/a

Glasgow, MO | RED BANK, NJ

yes

JOSEPH ANTHONY AMATO

n/a

Staten Island, NY | RED BANK, NJ

yes

SCOTTY CAMERON GEORGE

n/a

New York, NY | RED BANK, NJ

n/a

yes

PHILIP WILLIAM WINTERS

n/a

RED BANK, NJ | OLD GREENWICH, CT

yes

JEANPAUL CHARLES SKOVRONCK

n/a

RED BANK, NJ | STATEN ISLAND, NY

n/a

yes

JEFFREY JOHN CATHERSAL

n/a

RED BANK, NJ | TACOMA, WA

yes

Dustin Aaron Bachtel

n/a

Glasgow, MO | RED BANK, NJ

n/a

yes

VITO ANTONIO FRANCONE

n/a

Newport Beach, CA | RED BANK, NJ

yes

STEPHEN WILLIAM GUERCIO

n/a

Red Bank, NJ

yes

STEVEN ANTHONY BENCIVENGA

n/a

RED BANK, NJ

yes

Niccole Marie Palacios

n/a

RED BANK, NJ | The Villages, FL

yes

Wesley Heinrichs

Certified Financial Planner

Atlanta, GA | RED BANK, NJ

yes

EDWARD NELSON PORTELLES

Certified Financial Planner

HUGER, SC | RED BANK, NJ

yes

GINA MARIE PORTELLES

n/a

HUGER, SC | RED BANK, NJ

yes

JESUS QUEZADA

n/a

RED BANK, NJ | ALHAMBRA, CA

yes

Sean Michael Murphy

n/a

Dallas, TX | RED BANK, NJ

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMATO, JOSEPH, ANTHONY

MANAGING MEMBER

yes

10/2013

Mar 28, 2018

May 16, 2024

GUIDICIPIETRO, ROCCO, GERARD

MANAGING MEMBER

yes

10/2013

Mar 28, 2018

May 16, 2024

MISITI, MICHELE, ANN

CHIEF COMPLIANCE OFFICER

yes

07/2021

Aug 16, 2021

May 16, 2024

GEORGE, SCOTTY, CAMERON

CHIEF INVESTMENT STRATEGIST

01/2014

Mar 28, 2018

May 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALEXANDER CAPITAL INSURANCE

n/a

yes

n/a

ALEXANDER CAPITAL MANAGEMENT LLC

n/a

yes

n/a

ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC

n/a

yes

n/a

ALEXANDER CAPITAL, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

yes

Glasgow

United States

yes

Alhambra

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$238M

$202M

n/a

2024

Mar 11, 2025

$212M

n/a

2023

Mar 8, 2024

$121M

n/a

2022

Mar 13, 2023

$78.8M

n/a

2021

Mar 18, 2022

$79.8M

n/a

2020

Feb 22, 2021

$46.3M

n/a

2019

Feb 19, 2020

$34.3M

n/a

2018

Mar 25, 2019

$30.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

5.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$238M

$212M

12.2%

$78.8M

44.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CENTAURUS FINANCIAL, INC.

Apr 30, 2020

May 27, 2020

ATLANTA, GA

Team lift out

Ibd to RIA

0.9%