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 serves individual and family clients as well as institutional investors, charging fees on a percentage-of-AUM basis. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional portfolios, and the selection of third‑party advisers. Alta Capital acts as a capital allocator and has industry relationships across a range of financial services firms — including broker-dealers, other investment advisers, banking and trust institutions, and insurance companies — and is listed as a sponsor/GP or managing member of pooled investment vehicles. The firm is not an active ESG investor. Alta Capital was named among CNBC’s Top 100 Financial Advisory Firms in 2019.