Alejandro Algaze
Financial advisor at Matters Capital LLC · Coral Gables, FL
Last updated 2026-10-10
Claim your profileAlejandro Algaze is a financial advisor at Matters Capital LLC in Coral Gables, FL, CRD 5413281. Licenses and exams on the registration: Series 66, Series 65. IAPD registration began 2008-05-06.
Registration
- CRD number
- 5413281
- Registration status
- Active
- IAPD registration
- 2008-05-06
- Industry Experience
- 18 years
- Work Experience
- 14 years
- States registered
- FL
Licenses and exams
- Series 66
- Series 65
Work history
- 2012-08 to 2018-09 · Socione Logistics LLC · Coral Gables, FL
- 2015-07 to 2019-11 · Green Logistics LLC · Coral Gables, FL
- 2019-12 to 2025-01 · Svb Wealth LLC · Miami, FL
- 2025-02 to Present · Matters Capital LLC · Miami, FL
Current employment
- Matters Capital LLC · Coral Gables, FL
Matters Capital LLC
- Regulatory AUM
- $296,786,932
- Registered advisors
- 2
- Offices
- 1
- Average AUM per client
- $29.7M (Moderate)
- High-net-worth client ratio
- 100.0% (Very high)
Matters Capital LLC: advisors, services and reported ETF investments
About
Alejandro Algaze is a financial advisor at Matters Capital LLC in Coral Gables, FL. Reported securities licenses include Series 66 and Series 65. The latest record indicates 18 years of industry experience and 14 years of reported work history.
Matters Capital LLC's firm-level Form ADV reports 2 advisors across 1 offices; approximately 5.0 clients per advisor, average assets per client of $29,678,693, and regulatory AUM of $296.8M; client categories including High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $68.8M across 25 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Alejandro Algaze personally.
Reported ETF positions
Matters Capital reports 25 ETF positions worth $68.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $10.1M |
| IWY — iShares Russell Top 200 Growth ETF | $9.2M |
| SPY — SPDR S&P 500 ETF TRUST | $6M |
| IEFA — iShares Core MSCI EAFE ETF | $5.9M |
| IWX — iShares Russell Top 200 Value ETF | $5.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Matters Capital's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | JQUA — JPMorgan U.S. Quality Factor ETF | $2.5M | Top 99.3% | Peer conviction 70.1% · Active return +3.65% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $1.5M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VEA — Vanguard FTSE Developed Markets ETF | $944.3K | Top 97.3% | Residual alpha +1.19% · Residual Sharpe 0.06 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $430.4K | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Matters Capital LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sponsor or GP of Pooled Investment Vehicl
Location
2000 Ponce de Leon Blvd, Coral Gables, FL 33134
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (305) 528-3701
- Website: matters.capital
Official record
Are you Alejandro Algaze?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.