Alexandra Romeo Boyles
Investment adviser representative at Alpha Capital Family Office, LLC
10 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
10 years in the industry.
- Alpha Capital Family Office, LLCJul 2024 to now
- CitigroupNov 2022 to Jul 2024
- JPMorgan Chase Bank NAAug 2018 to Oct 2022
- JPMorgan Securities LLCAug 2018 to Oct 2022
- Dallas Cowboys Football Club, LtdJan 2018 to May 2018
- United States Department of Justice, Tax DivisionAug 2017 to Dec 2017
- United States Department of LaborJul 2017 to Aug 2017
- Condon Tobin Sladek ThorntonMay 2017 to Jul 2017
- United States District Court, Northern District of TexasJan 2017 to Apr 2017
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
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
- 7011084
- Firm CRD
- 307521