Alejandro Algaze
Investment adviser representative at Matters Capital LLC
14 yearsExperience
1 stateRegistered in
$296.8MFirm assets
1 yearFirm 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.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Matters Capital LLCFeb 2025 to now
- Svb Wealth LLCDec 2019 to Jan 2025
- Green Logistics LLCJul 2015 to Nov 2019
- Socione Logistics LLCAug 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Matters Capital LLC
$296.8MAssets managed
10Clients
2Advisers
1 yearIn 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
- 5413281
- Firm CRD
- 333776