TrueAdvisor
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DC
DC

Douglas Walter Campbell

Alpha Capital Family Office, LLC
40 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net WorthBusiness Owners
Alpha Capital Family Office, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
145 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$217.4M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

5750 S. Ulster Circle East, Greenwood Village, CO, 80111

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025
Settled
Customer Dispute
June 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Douglas is a member of Champions Retreat LLC and DIGC Investments, both real estate rental companies, and managing member of DD Capital LLC, a business entity for tax and investment purposes. He is also involved with Alpha Capital Wealth Planning LLC, Ulster Circle Partners, Positivitee, Greater Colorado Council (Boy Scouts of America), and Eisenhower Health Foundation.

Employment History
Current Registrations
Alpha Capital Family Office, LLC
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - September 2018 · 10 mos
Alpha Capital Management Group LLC
May 2016 - June 2020 · 4 yrs 1 mo
LPL Financial LLCBroker
July 2015 - October 2017 · 2 yrs 3 mos
Gallacher Capital Management, LLC
July 2015 - July 2016 · 1 yr
Wells Fargo Advisors, LLC
December 2010 - July 2015 · 4 yrs 7 mos
Wells Fargo Advisors, LLCBroker
December 2010 - July 2015 · 4 yrs 7 mos
UBS Financial Services INC.
March 2009 - December 2010 · 1 yr 9 mos
UBS Financial Services INC.Broker
February 2009 - December 2010 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Wachovia Securities, LLC
March 2007 - April 2007 · 1 mo
Wachovia Securities, LLCBroker
March 2005 - April 2007 · 2 yrs 1 mo
Jackson National Life Distributors, INC.Broker
January 2003 - August 2004 · 1 yr 7 mos
Ing America Equities, INC.Broker
September 1999 - September 2002 · 3 yrs
Multi-Financial Securities CorporationBroker
January 1999 - January 2003 · 4 yrs
Multi-Financial Securities Corporation
January 1999 - January 2003 · 4 yrs
Mutual Service CorporationBroker
March 1994 - December 1998 · 4 yrs 9 mos
Mony Securities CORP.Broker
March 1990 - February 1994 · 3 yrs 11 mos
The Mutual Life Insurance Company of New YorkBroker
March 1990 - October 1990 · 7 mos
Manequity, INC.Broker
March 1988 - December 1989 · 1 yr 9 mos
Transam Securities, INC.Broker
July 1987 - February 1988 · 7 mos
Poe Securities, INC.Broker
April 1986 - September 1986 · 5 mos
First Park Equities, INC.Broker
November 1985 - April 1986 · 5 mos
Global Investor Securities, INC.Broker
October 1985 - November 1985 · 1 mo
Capital Analysts, IncorporatedBroker
January 1985 - November 1985 · 10 mos
Cfs Securities CORP.Broker
September 1984 - January 1985 · 4 mos
Metropolitan Life Insurance CompanyBroker
September 1983 - August 1984 · 11 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.