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 a privately held investment adviser formed in 1995 and organized as an LLC. The firm serves both individual & family clients and institutional clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, and the selection of third‑party advisers. Alta identifies itself as a capital allocator and is not an active ESG investor. The firm maintains business relationships across the financial services ecosystem — including broker‑dealer, trust company, bank, insurance company and sponsorship roles for pooled vehicles — which supports its ability to construct multi‑manager or externally managed allocations. Alta received a placement on CNBC’s Top 100 Financial Advisory Firms list in 2019.