Alcosta Capital Management, Inc.
Firm details
- Headquarters
- San Ramon, California
- CRD number
- 128679
- Registered since
- July 30, 2021
- Website
- alcostacapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.57%
- Individuals1.77%
- Pension & Profit Sharing Plans1.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alcosta Capital Management, Inc. is an independent, SEC-registered Registered Investment Adviser that began registration in 2021 and is owned by an individual. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its core advisory activities are financial planning and portfolio management for individuals and small businesses. Alcosta reports it does not position itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- US Government Bonds15%
- Cash & Cash Equivalents9%
Contacts
1 of 1Erick Ormsby
PresidentCRD 2572594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$560K in ETFs
100%
$560K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $560K | 1,368 | 100.00% |
Location
San Ramon, CA
Contra Costa
Location
San Ramon, CA
Headquartered in San Ramon, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 3180 Crow Canyon Pl
- Time zone
- PT (UTC-8)
- Office locations
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