William Coughlin

Employer firm

Alpha Capital Family Office, LLC CRD 307521

$296M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 07/2017
  Highland Capital Funds Distributor
  Dallas, TX
• 10/2017 → 11/2021
  Goldman Sachs & Co.
  Dallas, TX
• 12/2021 → 07/2024
  Citigroup
  Dallas, TX
• 07/2024 → Present
  Alpha Capital Family Office, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-01-04 → 2024-07-17
  Citigroup Global Markets Inc.
  Dallas, TX
  Denver, CO
  Broomfield, CO
• 2022-01-04 → 2010-06-30
  Citi Private Alternatives, Llc
  Dallas, TX
  Denver, CO
  Broomfield, CO

Other Businesses

BOARD DIRECTOR. ABLELIGHT FOUNDATION. NOT FOR PROFIT. PROVIDES FIDUCIARY GUIDANCE. DOES NOT RECEIVE COMPENSATION. TIME SPENT = 5 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-04
• S63 Uniform Securities Agent State Law Examination
  2015-07-27

Other Names

• William Anthony Coughlin
• William Anthony Coughlin
• William Anthony Coughlin
• William Coughlin
• William A Coughlin
• William Anthony Coughlin Iv