Tadd Merrill Killpack
Investment adviser representative at Alexander Capital Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$238.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Alexander Capital Wealth Management LLCAug 2026 to now
- Alexander Capital, L.P.Jul 2026 to now
- International Assets AdvisoryJan 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (UT).
Alexander Capital Wealth Management LLC
$238.1MAssets managed
614Clients
32Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4700629
- Firm CRD
- 157714