Karen Craig
Alpenglobal Capital · Tahoe City, California
Karen Craig is a fee-only financial advisor at Alpenglobal Capital in Tahoe City, California. Alpenglobal Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Alpenglobal Capital |
|---|---|
| Based in | Tahoe City, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $184.0M across 287 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2416368 |
| Exams passed | Series 63 (2005) · Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.alpenglobalcapital.com |
| Profile |
How Karen's firm compares
- Alpenglobal Capital's average account is about $641,000, from its Form ADV (assets managed divided by 287 accounts).
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Questions about Karen
Is Karen Craig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Alpenglobal Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Alpenglobal Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Karen Craig based?
Karen Craig is based in Tahoe City, California.
Is Karen Craig registered with the SEC?
Yes. Karen Craig is registered as an investment adviser representative in CA (CRD 2416368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpenglobal Capital manage?
Alpenglobal Capital reports $184.0M across 287 accounts in assets under management.
How do I contact Karen Craig?
Through Karen's website, www.alpenglobalcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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