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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALPHA CAPITAL FAMILY OFFICE, LLC

CRD 307521

GREENWOOD VILLAGE, CO

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:a4f2a374-8c91-618e-9efa-93b0da0cd374

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 10
On other graphs: 1
Observed: Jan 31, 2020 to Jun 30, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Alpha Capital Family Office, LLC

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $296MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $219M
Private client RAUM: $286MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $49.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 535
Individual clients: 64
High net worth clients: 83
Custody, client assets: $18.8M
SEC number: 801-118157
CRD: 307521
Filings on the tape: 22
First filed: Jan 31, 2020
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, CO
Website: acfamilyoffice.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER M BAXTER	n/a	GREENWOOD VILLAGE, CO	6	24	1	no
THOMAS COLLINS RILEY	Chartered Financial Analyst	GREENWOOD VILLAGE, CO	2	29	n/a	no
WILLIAM COUGHLIN	n/a	GREENWOOD VILLAGE, CO	2	11	2	no
Alexandra Romeo Boyles	n/a	GREENWOOD VILLAGE, CO	2	10	1	no
JACOB N. GUINN	n/a	The Woodlands, TX \| GREENWOOD VILLAGE, CO	0	26	4	no

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
ACFO LLC	Member	C	yes	11/2024	Dec 20, 2024	Dec 20, 2024
CAMPBELL, DOUGLAS, WALTER	Member	D	yes	01/2018	Jan 31, 2020	Dec 20, 2024
CAMPBELL, DOUGLAS, WALTER	Manager	F	yes	11/2024	Jan 31, 2020	Dec 20, 2024
DD CAPITAL, LLC	Member	E	yes	10/2024	Jan 31, 2020	Dec 20, 2024
DIESCHBOURG, MICHAEL, THOMAS	Manager	F	yes	11/2024	Aug 16, 2024	Dec 20, 2024
DIESCHBOURG, MICHAEL, THOMAS	CCO, CIO, CEO	Na	yes	08/2024	Aug 16, 2024	Dec 20, 2024
FAMILY OFFICE SOLUTIONS LLC	MANAGER, MEMBER	E	yes	11/2024	Dec 20, 2024	Dec 20, 2024
MONAHAN, DORA, LOUISE	Member	D	yes	01/2018	Jan 31, 2020	Dec 20, 2024
SHIPLEY, JEFFREY, HOWARD	Manager	F	yes	11/2024	Dec 20, 2024	Dec 20, 2024
SMITH, MAXWELL, TYLER	Manager	F	yes	11/2024	Dec 20, 2024	Dec 20, 2024
SUMMIT INSIGHTS LLC	Member	C	yes	11/2024	Dec 20, 2024	Dec 20, 2024
THE J.H.K. VENTURE CAPITAL LIMITED PARTNERSHIP	Manager	F	yes	11/2024	Dec 20, 2024	Dec 20, 2024

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 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 30, 2026	$296M	$219M	12	7	n/a	n/a
2024	Mar 19, 2025	$217M	$211M	12	8	n/a	n/a
2023	Mar 19, 2024	$140M	$135M	5	3	n/a	n/a
2022	Mar 20, 2023	$167M	$163M	4	3	n/a	n/a
2021	Mar 26, 2022	$192M	$187M	5	3	n/a	n/a
2020	Mar 1, 2021	$140M	$136M	5	3	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
1	1	0	16.7%	0	0	0	3	2

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	$296M	$217M	36.1%	$167M	21.0%	15	12	3	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CITIGROUP GLOBAL MARKETS INC.	2	Jul 17, 2024	Jul 24, 2024	BROOMFIELD, CO	Team lift out	Ibd to RIA	0.1%

Relationships

Registered with (8)

← JACOB N. GUINNAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← MICHAEL THOMAS DIESCHBOURGAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← WILLIAM COUGHLINAdvisorregistration: current employment
Jul 24, 2024 to presentfactForm ADV
← Alexandra Romeo BoylesAdvisorregistration: current employment
Jul 24, 2024 to presentfactForm ADV
← THOMAS COLLINS RILEYAdvisorregistration: current employment
Apr 22, 2024 to presentfactForm ADV
← CHRISTOPHER M BAXTERAdvisorregistration: current employment
Mar 4, 2020 to presentfactForm ADV
← Thomas Houston DameronAdvisorregistration: previous registration
Mar 24, 2020 to Mar 4, 2026factForm ADV
← ALEXANDER BRADY PERRYAdvisorregistration: previous registration
Jul 24, 2024 to May 9, 2025factForm ADV

Controls (10)

← CAMPBELL, DOUGLAS, WALTEROwnerMEMBER, ownership code D, individual
Jan 31, 2020 to Dec 20, 2024factForm ADV
← DIESCHBOURG, MICHAEL, THOMASOwnerMANAGER, ownership code F, individual
Aug 16, 2024 to Dec 20, 2024factForm ADV
← SHIPLEY, JEFFREY, HOWARDOwnerMANAGER, ownership code F, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV
← MONAHAN, DORA, LOUISEOwnerMEMBER, ownership code D, individual
Jan 31, 2020 to Dec 20, 2024factForm ADV
← SMITH, MAXWELL, TYLEROwnerMANAGER, ownership code F, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV
← ACFO LLCOwnerMEMBER, ownership code C, domestic entity
Dec 20, 2024 to Dec 20, 2024factForm ADV
← DD CAPITAL, LLCOwnerMEMBER, ownership code E, domestic entity
Jan 31, 2020 to Dec 20, 2024factForm ADV
← FAMILY OFFICE SOLUTIONS LLCOwnerMANAGER, MEMBER, ownership code E, domestic entity
Dec 20, 2024 to Dec 20, 2024factForm ADV
← SUMMIT INSIGHTS LLCOwnerMEMBER, ownership code C, domestic entity
Dec 20, 2024 to Dec 20, 2024factForm ADV
← THE J.H.K. VENTURE CAPITAL LIMITED PARTNERSHIPOwnerMANAGER, ownership code F, domestic entity
Dec 20, 2024 to Dec 20, 2024factForm ADV

Moved with (1)

← CITIGROUP GLOBAL MARKETS INC.Registered adviser2 advisors, team lift out
Jul 17, 2024 to Jul 24, 2024factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
Thomas Houston Dameron left Alpha Capital Family Office, Llc for D.A. Davidson & Co. (registered 2026-06-23)
Form ADVobserved 5 days ago
Occurred
May 9, 2025
Advisor changed firm
Alexander Brady Perry left Alpha Capital Family Office, Llc for Cliftonlarsonallen Wealth Advisors, Llc (registered 2025-05-14)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Control person left
M Christopher Baxter (Member) no longer on Schedule A of Alpha Capital Family Office, Llc (listed 2024-08-21, absent 2024-12-20)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Control person left
Lau Michelle Baxter (Member) no longer on Schedule A of Alpha Capital Family Office, Llc (listed 2024-08-21, absent 2024-12-20)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Control person joined
Howard Jeffrey Shipley (Manager) appeared on Schedule A of Alpha Capital Family Office, Llc
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Control person joined
Tyler Maxwell Smith (Manager) appeared on Schedule A of Alpha Capital Family Office, Llc
Form ADVobserved 5 days ago
Occurred
Aug 16, 2024
Control person joined
Thomas Michael Dieschbourg (Cco, Cio, Ceo) appeared on Schedule A of Alpha Capital Family Office, Llc
Form ADVobserved 5 days ago
Occurred
Aug 16, 2024
Control person left
I Loredana Napodano (Cco) no longer on Schedule A of Alpha Capital Family Office, Llc (listed 2024-07-18, absent 2024-08-16)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2024
Team lift-out
2 advisors left Citigroup Global Markets Inc. (Broomfield, CO) for Alpha Capital Family Office, LLC within 5 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 31, 2020
First Form ADV filing
Alpha Capital Family Office, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4f2a374-8c91-618e-9efa-93b0da0cd374
First observed: Jan 31, 2020
Last observed: Jun 30, 2026 2 months 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.

ALPHA CAPITAL FAMILY OFFICE, LLC

CRD 307521

GREENWOOD VILLAGE, CO

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:a4f2a374-8c91-618e-9efa-93b0da0cd374

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER M BAXTER

n/a

GREENWOOD VILLAGE, CO

THOMAS COLLINS RILEY

Chartered Financial Analyst

GREENWOOD VILLAGE, CO

n/a

WILLIAM COUGHLIN

n/a

GREENWOOD VILLAGE, CO

Alexandra Romeo Boyles

n/a

GREENWOOD VILLAGE, CO

JACOB N. GUINN

n/a

The Woodlands, TX | GREENWOOD VILLAGE, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACFO LLC

Member

yes

11/2024

Dec 20, 2024

CAMPBELL, DOUGLAS, WALTER

Member

yes

01/2018

Jan 31, 2020

Dec 20, 2024

CAMPBELL, DOUGLAS, WALTER

Manager

yes

11/2024

Jan 31, 2020

Dec 20, 2024

DD CAPITAL, LLC

Member

yes

10/2024

Jan 31, 2020

Dec 20, 2024

DIESCHBOURG, MICHAEL, THOMAS

Manager

yes

11/2024

Aug 16, 2024

Dec 20, 2024

DIESCHBOURG, MICHAEL, THOMAS

CCO, CIO, CEO

yes

08/2024

Aug 16, 2024

Dec 20, 2024

FAMILY OFFICE SOLUTIONS LLC

MANAGER, MEMBER

yes

11/2024

Dec 20, 2024

MONAHAN, DORA, LOUISE

Member

yes

01/2018

Jan 31, 2020

Dec 20, 2024

SHIPLEY, JEFFREY, HOWARD

Manager

yes

11/2024

Dec 20, 2024

SMITH, MAXWELL, TYLER

Manager

yes

11/2024

Dec 20, 2024

SUMMIT INSIGHTS LLC

Member

yes

11/2024

Dec 20, 2024

THE J.H.K. VENTURE CAPITAL LIMITED PARTNERSHIP

Manager

yes

11/2024

Dec 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$296M

$219M

n/a

2024

Mar 19, 2025

$217M

$211M

n/a

2023

Mar 19, 2024

$140M

$135M

n/a

2022

Mar 20, 2023

$167M

$163M

n/a

2021

Mar 26, 2022

$192M

$187M

n/a

2020

Mar 1, 2021

$140M

$136M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$296M

$217M

36.1%

$167M

21.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CITIGROUP GLOBAL MARKETS INC.

Jul 17, 2024

Jul 24, 2024

BROOMFIELD, CO

Team lift out

Ibd to RIA

0.1%