CAPITAL ALLIANCE WEALTH MANAGEMENT

CAPITAL ALLIANCE WEALTH MANAGEMENT of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 315548). Regulatory assets under management: $32.4M.

Registration

• CRD: 315548
• Type: Registered investment adviser
• Location: 4079 DE ZAVALA RD, SAN ANTONIO, TX, 78249
• Phone: 210-460-6677
• Latest filing: 2026-01-26
• Regulatory AUM: $32.4M
• Discretionary AUM: $32.4M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search