← Directory
ALTA CAPITAL MANAGEMENT LLC
CRD 106786File 801-50778
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1308 | 1288 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.