B & T Capital Management Dba Alpha Capital Management
B & T Capital Management DBA Alpha Capital Management is an independent asset management firm based in Austin, TX. Founded in 2006, the firm provides comprehensive wealth-building services, including tailored investment management, to individuals, families, endowments, and trusts. It is known for its independence and customized approach, operating with fewer than 25 employees, and representing over $545 million in portfolio value as of the latest SEC reports. The firm is led by Brad Alford and serves clients seeking unbiased, best-in-class investment advice.
Investment Strategy
Alpha Capital Management employs an independent, client-focused approach to wealth management. Its strategy centers on comprehensive, unbiased investment advice tailored to the financial goals of individuals, families, endowments, and trusts. The firm constructs diversified portfolios primarily consisting of ETFs and mutual funds, including significant allocations to major index and dividend funds. Their approach emphasizes flexibility, customization, and rigorous research in portfolio construction and management, aiming to improve investor outcomes through dynamic asset allocation, risk management, and responsive rebalancing.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 8.95% | $52.0M | 94,187 | $259.38 | $551.64 | +$8.4M |
V VIGI | VANGUARD WHITEHALL FDS | 4.49% | $26.1M | 289,482 | $79.94 | $90.12 | +$2.7M |
K KRE | SPDR SERIES TRUST | 3.63% | $21.1M | 354,700 | $59.39 | $59.39 | +$21.1M |
S SCHG | SCHWAB STRATEGIC TR | 3.51% | $20.4M | 698,752 | $11.83 | $29.21 | +$228.9K |
S SCHX | SCHWAB STRATEGIC TR | 3.49% | $20.3M | 829,132 | $17.71 | $24.44 | +$2.1M |