W Wellspent Public advisor graph
Wellspent public graph/Advisors/Jacob Guinn
Advisor

Jacob Guinn

Alpha Capital Family Office · Greenwood Village, Colorado

Jacob Guinn is a fee-only financial advisor at Alpha Capital Family Office in Greenwood Village, Colorado. Jacob focuses on family wealth transfer, estate & legacy planning and tax planning. Alpha Capital Family Office reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

Request an introduction to Jacob →

Specialties

Who they serve

  • Multi-generational families

Facts

FirmAlpha Capital Family Office
Based in Greenwood Village, Colorado
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$295.9M across 535 accounts
SEC registration Investment adviser representative in TX · CRD 4228149
Exams passedSeries 65 (2014) · Series 66 (2000)
Firm size15 employees
Disclosures Reported; see the SEC record
Websiteacfamilyoffice.com

How Jacob's firm compares

  • Alpha Capital Family Office's average account is about $553,000, from its Form ADV (assets managed divided by 535 accounts).

What fee-only advisors charge in Colorado

Request an introduction to Jacob

Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Jacob

Is Jacob Guinn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Alpha Capital Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jacob charge for financial advice?

Jacob's firm, Alpha Capital Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Jacob Guinn based?

Jacob Guinn is based in Greenwood Village, Colorado.

What does Jacob specialize in?

Jacob's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Jacob works with multi-generational families.

Is Jacob Guinn registered with the SEC?

Yes. Jacob Guinn is registered as an investment adviser representative in TX (CRD 4228149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Alpha Capital Family Office manage?

Alpha Capital Family Office reports $295.9M across 535 accounts in assets under management.

How do I contact Jacob Guinn?

Through Jacob's website, acfamilyoffice.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

See something wrong? Request a correction. Read our methodology.