Alamo Capital

Overview

Alamo Capital is organized as a corporation operating as an independent broker-dealer with individual ownership. The firm combines broker-dealer and insurance-broker activities with advisory services, acting both as a registered representative of a broker-dealer and as a capital allocator that places client capital with third-party managers. Its advisory mandate includes financial planning, discretionary portfolio management for individuals, small businesses and institutional clients, selection of other advisers, and delivery of educational seminars. Fee billing is percentage-of-AUM. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices