Adrian
Burczewski

Alpha Capital Management

CRD#7511809
Investment Advisor
in Austin, TX

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About this Advisor

Adrian Burczewski is a certified financial planner based in Austin, Texas who has 1 year of industry experience. Burczewski is an employee of Alpha Capital Management. Over the course of their career, Burczewski has held roles at Bank Of America and Alpha Capital Management. Burczewski is registered to serve investors in Texas. Alpha Capital Management is a registered investment business headquartered in Austin, TX. It oversees $564 million in total assets across its 1,131 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 1,131 accounts, 38% are held by high-net-worth clients who have greater than $1 million in investable assets. Alpha Capital Management has a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on the type of financial services offered. However, fee types charged by Alpha Capital Management typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

5407 Parkcrest Drive 2Nd Floor
Austin, TX 78731

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Alpha Capital Management Brokerage Details

Total Assets Under Management

$564,234,176

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

1,131

TX Average: 2,315
Average Account Size

$498,881

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Adrian Burczewski Work History

Adrian has been registered as a financial advisor for 1 years.*

2015 - Present (9 years)

Alpha Capital Management

2009 - 2015 (6 years)

Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adrian Burczewski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alpha Capital Management

Raymond Bergman
Austin, TX
Adrian Burczewski
Austin, TX
Darren Anderson
Austin, TX
Michael Turner
Austin, TX
Buddie Ballard
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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