# William Coughlin

> William Coughlin is a fee-only financial advisor at Alpha Capital Family Office in Greenwood Village, Colorado. William 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.

Page: https://find.wellspent.co/advisors/william-coughlin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Alpha Capital Family Office
- **Based in:** Greenwood Village, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $295.9M across 535 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Tax planning, Founders (pre-exit)
- **Works with:** Multi-generational families
- **CRD:** 5799575 (https://adviserinfo.sec.gov/individual/summary/5799575)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2015), Series 65 (2022)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://acfamilyoffice.com/

## Frequently asked questions

### Is William Coughlin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

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

### Where is William Coughlin based?

William Coughlin is based in Greenwood Village, Colorado.

### What does William specialize in?

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

### Is William Coughlin registered with the SEC?

Yes. William Coughlin is registered as an investment adviser representative in CO and TX (CRD 5799575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 William Coughlin?

Through William's website, acfamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5799575): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://acfamilyoffice.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.