Alec Scott Berens
Investment adviser representative at Attessa Capital LLC
11 yearsExperience
2 statesRegistered in
$343.5MFirm assets
2 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 assetsOther
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.
- Attessa Capital LLCJan 2020 to now
- Bgk Capital LLCJan 2020 to now
- Sterling Investment Management, Inc.Oct 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Attessa Capital LLC
$343.5MAssets managed
246Clients
7Advisers
2 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
- 6504172
- Firm CRD
- 306827