Investment adviser · CRD 26193
ALAMO CAPITAL
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $104M Form ADV · Item 5.F
- Client accounts
- 19 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $79,540,000 | 76.8% |
| Charities | Fewer than 5 | $24,050,000 | 23.2% |
Filing source
Form ADV 2131916 · Sep 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
201 N CIVIC DR, #180WALNUT CREEK, CA, 94596-3761, United States
CRD 26193
Filing source
Form ADV 2131916 · Sep 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.