CB
CB

Christopher M Baxter

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net WorthBusiness Owners
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the Managing Member of CM Capital, LLC, a business entity for tax purposes and partial direct owner of Alpha Capital Family Office, LLC. He is also the Managing Member of Ulster Circle Partners, the ownership entity of real estate where ACFO is located.

Employment History
Current Registrations
Alpha Capital Family Office, LLC
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Alpha Capital Management Group LLC
February 2018 - June 2020 · 2 yrs 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.