CAPITAL MARKET STRATEGIES LLC
Legal name: ALPHA BETA GAMMA WEALTH MANAGEMENT
CRD #286579 SEC #801-110035 PALM BEACH GARDENS, FL (561) 207-6399
SEC Registered
Total AUM
$267M
Discretionary
$266.4M
Employees
5
Clients
0
Accounts
318
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $267M | $266.4M | $597.1K | 5 | 0 |
| Mar 2024 | $228.1M | $228.1M | $0 | 5 | 0 |
| Sep 2023 | $196.8M | $196.8M | $0 | 5 | 0 |
| Feb 2023 | $196.8M | $196.8M | $0 | 5 | 0 |
| Jan 2023 | $210.7M | $210.7M | $0 | 5 | 0 |
| Dec 2022 | $210.7M | $210.7M | $0 | 5 | 0 |
| Nov 2022 | $210.7M | $210.7M | $0 | 5 | 0 |
| Apr 2022 | $210.7M | $210.7M | $0 | 5 | 0 |
| Feb 2022 | $210.7M | $210.7M | $0 | 5 | 0 |
| Jan 2022 | $183.7M | $183.7M | $0 | 4 | 0 |
| Apr 2021 | $183.7M | $183.7M | $0 | 4 | 0 |
| Mar 2021 | $169.9M | $169.9M | $0 | 4 | 0 |
| Mar 2021 | $144.7M | $144.7M | $0 | 4 | 0 |
| Jan 2021 | $144.7M | $144.7M | $0 | 4 | 0 |
| Dec 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Nov 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Oct 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Sep 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Aug 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Jun 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Apr 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Mar 2020 | $144.7M | $144.7M | $0 | 3 | 0 |
| Apr 2019 | $131.4M | $131.4M | $0 | 3 | 0 |
| Feb 2019 | $131.4M | $131.4M | $0 | 3 | 0 |
| Feb 2019 | $131.4M | $131.4M | $0 | 3 | 0 |
| Feb 2019 | $131.4M | $131.4M | $0 | 3 | 0 |
| Sep 2018 | $149.5M | $149.5M | $0 | 3 | 0 |
| Jul 2018 | $149.5M | $149.5M | $0 | 4 | 0 |
| Apr 2018 | $149.5M | $149.5M | $0 | 5 | 0 |
| Mar 2018 | $149.5M | $149.5M | $0 | 4 | 0 |
| Jan 2018 | $140.2M | $140.2M | $0 | 4 | 0 |
| Nov 2017 | $140.2M | $140.2M | $0 | 4 | 0 |
| Jul 2017 | $132.2M | $132.2M | $0 | 4 | 0 |
| Jun 2017 | $132.2M | $132.2M | $0 | 4 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$267M
Discretionary$266.4M
Non-Disc.$597.1K
Employees5
Clients0
DateMar 2024
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0