William Coughlin
Alpha Capital Family Office · Greenwood Village, Colorado
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.
Request an introduction to William →
Specialties
Who they serve
- Multi-generational families
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 | $295.9M across 535 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5799575 |
| Exams passed | Series 63 (2015) · Series 65 (2022) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | acfamilyoffice.com |
| Profile |
How William's firm compares
- Alpha Capital Family Office's average account is about $553,000, from its Form ADV (assets managed divided by 535 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
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.
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
- Alpha Capital Family Office website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.