Robert Paul Mccarthy

Employer firm

Alternative Capitalis, LLC CRD 282775

$108M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Alternative Capitalis, Llc

46 South St, Wrentham, MA 02093 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-19
ME	RA	APPROVED	2025-10-17
NH	RA	APPROVED	2025-10-16
MA	RA	APPROVED	2025-06-23

FL RA
APPROVED

Since 2025-12-19
ME RA
APPROVED

Since 2025-10-17
NH RA
APPROVED

Since 2025-10-16
MA RA
APPROVED

Since 2025-06-23

Branch Locations

46 South St, Wrentham, MA 02093 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kbc Holdings Llc	Hanson	MA	01/2008	Present
Alternative Capitalis, Llc	Wrentham	MA	06/2025	Present

01/2008 → Present

Kbc Holdings Llc

Hanson, MA
06/2025 → Present

Alternative Capitalis, Llc

Wrentham, MA

Previous Registrations

2024-12-11 → 2025-11-26

Kanon Bloch Carre

Hanson, MA
2008-03-13 → 2017-12-31

Kanon Bloch Carre

Hanson, MA
2001-04-13 → 2009-11-16

Rinet Company, Llc

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-16

S65 Uniform Investment Adviser Law Examination

2025-10-16

View on SEC IAPD