Alta Capital Management LLC
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
FINTRXOverview
Alta Capital Management LLC is an institutional registered investment adviser that provides fee-based wealth management and portfolio services to individuals, families, and institutional clients. The firm is registered with the SEC (registration date: 1995) and operates as a limited liability company. Its advisory scope includes financial planning, discretionary portfolio management for individuals, businesses and pooled vehicles, and the selection of outside managers. Alta describes itself as a capital allocator and charges fees as a percentage of assets under management. The firm maintains relationships across the financial services ecosystem, including broker-dealers, trust companies, banks, insurance firms, and roles as sponsor or manager of pooled investment vehicles.
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 Equities86%
- Investment Grade Corp Bonds8%
- State & Local Bonds4%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Casey Nelsen
Co-Chief Investment OfficerCRD 4990197
Haley Hammond
Chief Compliance OfficerCRD 4764756
Contacts
3 of 14
Andrew Schaffernoth
Client Portfolio ManagerCRD 4275015
Carter Allen
Equity Research AnalystCRD 6971991
Chris Machesney
Director of Client RelationsCRD 7138290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$4.6M in ETFs
100%
$4.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.9M | 5,274 | 85.58% |
Location
Holladay, UT
Salt Lake
Location
Holladay, UT
Headquartered in Holladay, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6440 S Wasatch Blvd
- Time zone
- MT (UTC-7)
- Office locations
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