Investment adviser · CRD 106786

ALTA CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Jun 26, 2026

Regulatory AUM
$1.6B
Form ADV · Item 5.F
Client accounts
1,295
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals288$642,800,78040.2%
Individuals905$366,948,11923.0%
Corporations & businesses64$285,462,84017.9%
Retirement plans22$168,130,13610.5%
Pooled investment vehicles2$62,309,8363.9%
Other clients20$48,925,9213.1%
Charities7$20,756,9131.3%
Government entitiesFewer than 5$3,243,6930.2%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Filing source

Form ADV 2115146 · Jun 26, 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 funds

The 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: Jun 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

6440 SOUTH WASATCH BLVD, SUITE 260
SALT LAKE CITY, UT, 84121, United States

CRD 106786

Filing source

Form ADV 2115146 · Jun 26, 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.