SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Alpine Private Wealth
Saint Louis, MO
Alpine Private Capital, LLC, CRD 286072
Firm filing updated March 24, 2026 ·
- $1.5BAssets
- 295Clients
- 4Advisory staff
- 295Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals208
- Individuals57
- Pension and profit sharing plans12
- Charities10
- Corporations or other businesses8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 57 | $18.3 million |
| High net worth individuals | 208 | $1.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $19.5 million |
| Charitable organizations | 10 | $30.9 million |
| Corporations or other businesses not listed above | 8 | $26.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts295
- DiscretionaryAll accounts
People
- Employees20
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Alpine Private Capital, LLC SEC-registered investment advisor. CRD 286072, SEC file 801-108952.
- Registered with the SEC as an investment advisor (status date on record: January 17, 2017).
Is Alpine Private Wealth a fiduciary?
Short answer: Alpine Private Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.