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Alfred Capital Management, LLC (San Diego)


Alfred Capital Management, LLC is an adviser based in San Diego. It manages $7.5 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2007.

Alfred Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alfred Capital Management: assets under management

The assets under management (AUM) of Alfred Capital Management, LLC is $7.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alfred Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Alfred Capital Management, LLC performs its advisory services is located at 7220 Trade Street, Suite 220, San Diego, CA 92121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858) 549-7100 or by fax (858) 549-7102. The normal business hours are 9am to 5pm on Monday - Friday.


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