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ALCOSTA CAPITAL MANAGEMENT, INC.
CRD 128679 · SEC 801-121923
3180 CROW CANYON PL., SUITE 150, SAN RAMON, CA, 94583, United States
Phone
888-267-6729
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.2M
Discretionary AUM
$210.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.7M |
| High net worth individuals | 52 | $203.0M |
| Pension/profit sharing plans | 2 | $3.5M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD