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ALTA CAPITAL MANAGEMENT LLC
CRD 106786File 801-50778
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$1.60B
Clients
1,288
1,295 accounts
Employees
19
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 11, 1995
- Principal office
- 6440 SOUTH WASATCH BLVD, SUITE 260, SALT LAKE CITY, UT, 84121
- Phone
- 801-274-6010
- Website
- HTTP://WWW.ALTACAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $1.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,295
- Non-discretionary accounts
- 0
- Total accounts
- 1,295
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 64 | $285.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Charitable organizations | 7 | $20.8M |
| High net worth individuals | 288 | $642.8M |
| Pooled investment vehicles | 2 | $62.3M |
| Pension and profit sharing plans | 22 | $168.1M |
| State or municipal government entities | Fewer than 5 | $3.2M |
| Individuals (other than high net worth individuals) | 905 | $366.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,308 | 1,288 | decreased by20 |
| Apr 1, 2026 | Employees | 28 | 19 | decreased by9 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 1,369 | 1,308 | decreased by61 |
| Apr 1, 2026 | AUM | $1,788,897,170 | $1,598,578,238 | decreased by$190,318,932 |
| Apr 1, 2026 | Accounts | 1,354 | 1,295 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 28 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,604 | 1,369 | decreased by235 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,197,146,590 | $1,788,897,170 | decreased by$408,249,420 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,590 | 1,354 | decreased by236 |
| Apr 1, 2022 | Employees | 23 | 24 | increased by1 |
| Apr 1, 2022 | Clients | 2,860 | 1,604 | decreased by1,256 |
| Apr 1, 2022 | AUM | $2,024,452,376 | $2,197,146,590 | increased by$172,694,214 |
| Apr 1, 2022 | Accounts | 2,862 | 1,590 | decreased by1,272 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.