DA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
79 clients
Average Client Portfolio
$100K average
Assets Under Management
$7.9M
Fee Structure
Devin Alphin receives additional compensation and commissions on the insurance he sells and for his role as a financial advisor with Capitalwize, LLC. He does not receive any performance-based fees.
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Advisor Information
Office location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
Get directionsRegulatory History (1)
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Financial
August 2017Final
Other Business ActivitiesSells Insurance
Devin is an insurance agent, a financial advisor at Capitalwize LLC, and a client associate at Melanin Money. Selling insurance takes about 10-20% of Devin's time, while working at Capitalwize takes about a quarter of his time, and working at Melanin Money takes a few hours per week.
Employment History
Current Registrations
Capitalwize, LLC
May 2025 - Present · 8 mos
Pr Squared Wealth Management LLC
May 2025 - Present · 8 mos
Previous Registrations
MML Investors Services, LLC
October 2024 - March 2025 · 5 mos
MML Investors Services, LLC Broker
October 2024 - March 2025 · 5 mos
Pr Squared Wealth Management LLC
March 2024 - September 2024 · 6 mos
Advice and Planning Services
March 2016 - November 2023 · 7 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
February 2016 - November 2023 · 7 yrs 9 mos
J.P. Morgan Securities LLC
May 2014 - February 2016 · 1 yr 9 mos
J.P. Morgan Securities LLC Broker
October 2012 - February 2016 · 3 yrs 4 mos
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.