ALCOSTA CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- SAN RAMON, California
- CRD number
- 128679
- Registered since
- July 30, 2021
- Website
- alcostacapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.57%
- Individuals1.77%
- Pension & Profit Sharing Plans1.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alcosta Capital Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2021. The firm serves individual and family clients as well as institutional clients, operating on a percentage-of-AUM fee model. Its stated advisory services are financial planning and portfolio management for individuals and small businesses. The firm is not structured as a capital allocator, does not list itself as an active ESG investor, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- US Government Bonds15%
- Cash & Cash Equivalents9%
Contacts
1 of 1ERICK ORMSBY
PresidentCRD 2572594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$819K in ETFs
100%
$819K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $645K | 1,808 | 78.71% |
Location
SAN RAMON, CA
CONTRA COSTA
Location
SAN RAMON, CA
Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 3180 Crow Canyon Pl
- Time zone
- PT (UTC-8)
- Office locations
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