William Coughlin
Investment adviser representative at Alpha Capital Family Office, LLC
11 yearsExperience
2 statesRegistered in
$295.9MFirm assets
6 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Alpha Capital Family Office, LLCJul 2024 to now
- CitigroupDec 2021 to Jul 2024
- Goldman Sachs & Co.Oct 2017 to Nov 2021
- Highland Capital Funds DistributorJul 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Alpha Capital Family Office, LLC
$295.9MAssets managed
147Clients
7Advisers
6 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
- 5799575
- Firm CRD
- 307521