ALPHA CAPITAL ADVISORS, INC
Legal name: EAGLE FINANCIAL STRATEGIES
CRD #138825 SEC #801-120376 BANGOR, ME 207-989-5522
SEC Registered
Total AUM
$129.7M
Discretionary
$129.7M
Employees
6
Clients
10
Accounts
497
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $129.7M | $129.7M | $0 | 6 | 2 |
| Feb 2024 | $117.2M | $117.2M | $0 | 6 | 1 |
| Mar 2023 | $103.2M | $103.2M | $0 | 5 | 3 |
| Mar 2022 | $127.6M | $127.6M | $0 | 5 | 28 |
| Nov 2021 | $122.3M | $122.3M | $0 | 5 | 0 |
| Oct 2021 | $122.3M | $122.3M | $0 | 5 | 0 |
| May 2021 | $116.5M | $116.5M | $0 | 5 | 0 |
| Mar 2021 | $116.5M | $116.5M | $0 | 5 | 0 |
| Jan 2021 | $116.5M | $116.5M | $0 | 5 | 0 |
| Jun 2012 | $48M | $48M | $0 | 1 | 200 |
| Jun 2012 | $48M | $48M | $0 | 1 | 200 |
| Jun 2012 | $48M | $48M | $0 | 1 | 200 |
| May 2012 | $48M | $48M | $0 | 1 | 200 |
| May 2012 | $48M | $48M | $0 | 1 | 200 |
| Apr 2012 | $48M | $48M | $0 | 1 | 200 |
| Apr 2012 | $48M | $48M | $0 | 1 | 200 |
| Mar 2012 | $48M | $48M | $0 | 1 | 200 |
| Jan 2012 | $48M | $48M | $0 | 1 | 200 |
| Mar 2011 | $48M | $48M | $0 | 5 | -- |
| Jan 2011 | $38.8M | $36.2M | $2.6M | 5 | -- |
| Jun 2010 | $38.8M | $36.2M | $2.6M | 5 | -- |
| Jun 2010 | $38.8M | $36.2M | $2.6M | 5 | -- |
| Apr 2010 | $38.8M | $36.2M | $2.6M | 5 | -- |
DateFeb 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees6
Clients2
DateFeb 2024
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2023
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees5
Clients3
DateMar 2022
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients28
DateNov 2021
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$38.8M
Discretionary$36.2M
Non-Disc.$2.6M
Employees5
Clients--
DateJun 2010
Total AUM$38.8M
Discretionary$36.2M
Non-Disc.$2.6M
Employees5
Clients--
DateJun 2010
Total AUM$38.8M
Discretionary$36.2M
Non-Disc.$2.6M
Employees5
Clients--
DateApr 2010
Total AUM$38.8M
Discretionary$36.2M
Non-Disc.$2.6M
Employees5
Clients--