RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jacob N. Guinn
- Title
- Wealth Strategist & Relationship Managerreportedacfamilyoffice.comfirm site, Sep 15, 2026
- Professional profile
- acfamilyoffice.com/team/jacob-n-guinnreportedacfamilyoffice.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Alpha Capital Family Office, LLC independent RIA currentsince May 28, 2026 · Greenwood Village, Co
- Hfg Wealth Management, LLC independent RIAMay 6, 2022 to Aug 7, 2026 · The Woodlands, Tx
- J.P. Morgan Securities LLC wirehouseJan 7, 2020 to Apr 14, 2022 · Houston, Tx
- LPL Financial LLC BD affiliatedDec 18, 2018 to Dec 26, 2019 · Houton, Tx
- Pnc Managed Account Solutions, Inc. formerJan 27, 2014 to Sep 14, 2018 · Spring, Tx
- Hfg Wealth Management, LLC to Alpha Capital Family Office, LLCleft Aug 7, 2026, registered May 28, 2026 (-71 days) · RIA to RIA
- J.P. Morgan Securities LLC to Hfg Wealth Management, LLCleft Apr 14, 2022, registered May 6, 2022 (22 days) · Wirehouse to independent RIA
- LPL Financial LLC to J.P. Morgan Securities LLCleft Dec 26, 2019, registered Jan 7, 2020 (12 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Pnc Managed Account Solutions, Inc. to LPL Financial LLCleft Sep 14, 2018, registered Dec 18, 2018 (95 days) · Affiliated broker-dealer or bank to independent RIA
- Jacob N. Guinn left Hfg Wealth Management, Llc for Alpha Capital Family Office, Llc (registered 2026-05-28)Aug 7, 2026 · Advisor changed firm · fact
- Jacob N. Guinn left J.P. Morgan Securities Llc for Hfg Wealth Management, Llc (registered 2022-05-06)Apr 14, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address