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ALPHA SQUARED CAPITAL, LLC
CRD 300797 · SEC 801-114847
5020 E. SHEA BLVD, #255, SCOTTSDALE, AZ, 85254, United States
Phone
(480) 470-6200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.4M
Discretionary AUM
$35.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $20.2M |
| High net worth individuals | 5 | $15.2M |
All web addresses on file
Official SEC filing: View on IAPD