Alta Capital Management LLC

RIASEC RegisteredEst. 1995

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 SEC‑registered investment adviser organized as an LLC and operating since 1995. The firm charges fees based on a percentage of assets under management and serves both individual/family clients and institutional clients. Its advisory work spans financial planning, discretionary portfolio management for individuals and businesses, management of pooled investment vehicles, and the selection of other advisers. Alta is identified as a capital allocator and maintains a suite of industry relationships that include broker‑dealers, banks, trust companies and insurance firms; it also appears as a sponsor/GP or managing member of pooled investment vehicles. Alta was named among CNBC’s Top 100 Financial Advisory Firms in 2019. The firm does not describe itself as an active ESG investor.