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Alston & Shiffra Capital Management, LLC (Phoenix)


Alston & Shiffra Capital Management, LLC is a large advisory firm based in Phoenix. It manages $53.36 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.

Alston & Shiffra Capital Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alston & Shiffra Capital Management: assets under management

The assets under management (AUM) of Alston & Shiffra Capital Management, LLC is $53.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $561.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alston & Shiffra Capital Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Alston & Shiffra Capital Management, LLC performs its advisory services is located at 11801 N. Tatum Blvd., Phoenix, AZ 85028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-493-4042 or by fax 602-493-4045. The normal business hours are 8-5 on Monday - Friday.


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