Alta Capital Management LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$1.2M

Accounts

1,295

Employees

Advisory reps

Firm details

Headquarters: Holladay, Utah
CRD number: 106786
Registered since: December 11, 1995
Website: altacapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI40.21%
Individuals22.95%
Corporations / Businesses17.86%
Pension & Profit Sharing Plans10.52%
Pooled Investment Vehicles3.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alta Capital Management LLC is an institutional registered investment adviser that has been SEC-registered since 1995. Structured as an LLC, the firm functions as a capital allocator for both individual/family and institutional clients, operating on a percentage-of-AUM fee model. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for businesses and institutions, and selection of sub‑advisers. The firm does not position itself as an active ESG investor.