ALPHA CAPITAL MANAGEMENT GROUP LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+1 YoYRank #971 of mapped providers
Assets under administration$386M0.0%Market share · rank #5387
Fees received$556,973Median $24,477/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ALPHA CAPITAL MANAGEMENT GROUP LLC plan look like?
Service mix · median fees per plan
Count of plans where ALPHA CAPITAL MANAGEMENT GROUP LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 8 | $23,831 | |
Other feesCode 99 | 5 | $37,971 | |
Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 1 | $17,214 | |
Investment managementCode 28 | 1 | $67,443 |
Competitor overlap
Percent of ALPHA CAPITAL MANAGEMENT GROUP LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ALPHA CAPITAL MANAGEMENT GROUP LLC.
| Sponsor | From | Assets |
|---|---|---|
401(K) ADMINISTRATION MANAGEMENT PROGRAM, INCTX · 854019239-001 | AMERIPRISE FINANCIAL SERVICES INC | $53M |
CLARO ENTERPRISE SOLUTIONS LLCFL · 760532710-001 | STRATEGIC ADVISORS, INC. | $32M |
RF TECHNOLOGIES, INC.WI · 391591361-001 | CETERA ADVISOR NETWORKS LLC | $10M |
TELVISTA, INC.TX · 752940720-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $5M |
Plans lost in 2024
Appeared last year under ALPHA CAPITAL MANAGEMENT GROUP LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SKYBEAM, LLC DBA RISE BROADBAND, A COLORADO LLCCO · 272941416-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OHIO ANESTHESIA GROUP, INC.OH · 260347451-001 | $62M | 138 | $67,443 | 5y | 1 |
GEN II MANAGEMENT, LLCNY · 270743067-001 | $61M | 1,329 | $77,185 | 2y | 1 |
401(K) ADMINISTRATION MANAGEMENT PROGRAM, INCTX · 854019239-001 | $53M | 4,793 | $10,963 | 1y | 2 |
PAX8, INC.CO · 900781532-001 | $47M | 1,364 | $88,448 | 7y | 1 |
BLUE CANYON TECHNOLOGIES, INC.CO · 262692494-001 | $40M | 576 | $84,887 | 6y | - |
CLARO ENTERPRISE SOLUTIONS LLCFL · 760532710-001 | $32M | 272 | $23,184 | 1y | - |
ZYNEX, INC.CO · 900275169-001 | $20M | 1,453 | $59,751 | 2y | 1 |
CITY LIGHT & POWER, INC.CO · 330766650-001 | $17M | 188 | $37,971 | 6y | 1 |
BECKETT COLLECTIBLES HOLDINGS, LLCTN · 611738641-002 | $17M | 444 | $32,194 | 2y | 2 |
SONDERMIND, INC.CO · 823006071-001 | $13M | 364 | $12,054 | 3y | 2 |
Flag exposure
80.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into ALPHA CAPITAL MANAGEMENT GROUP LLC.
- ALPHA CAPITAL MANAGEMENT
- ALPHA CAPITAL MANAGEMENT GROUP
- ALPHA CAPITAL MANAGEMENT GROUP LLC
- ALPHA CAPITAL MANAGEMENT GROUP, INC
- ALPHA CAPITAL MANAGEMENT GROUP, LLC
- ALPHA CAPITAL MANAGMENT GROUP LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ALPHA CAPITAL MANAGEMENT GROUP LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 13.33% | 7.76% | +5.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 53.33% | 1.71% | +51.62 pp |
| Failed to provide benefit | 1 | 6.67% | 0.14% | +6.53 pp |
| Corrective distributions | 5 | 33.33% | 1.76% | +31.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ALPHA CAPITAL MANAGEMENT GROUP LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent