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ALTA CAPITAL MANAGEMENT LLC
CRD 106786 · SEC 801-50778
6440 SOUTH WASATCH BLVD, SUITE 260, SALT LAKE CITY, UT, 84121, United States
Phone
801-274-6010
Fax
801-274-8061
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$1.60B
Team
19 total employees; 12 advisory reps; 14 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 905 | $366.9M |
| High net worth individuals | 288 | $642.8M |
| Pooled investment vehicles | 2 | $62.3M |
| Pension/profit sharing plans | 22 | $168.1M |
| Charitable organizations | 7 | $20.8M |
| Corporations/business entities | 64 | $285.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD