← Directory
ALAMO ADVISORS, LP
CRD 122290File 801-79870
APPROVED
Retail clients
Filing as of Mar 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.87B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $3.87B
Clients
242
984 accounts
Employees
15
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 14, 2014
- Principal office
- 4114 POND HILL, SUITE 201, SAN ANTONIO, TX, 78231
- Phone
- 210-404-2211
- Website
- https://alamoadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.87B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $3.87B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 984
- Total accounts
- 984
- AUM per client
- $16.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 11 | $550.9M |
| High net worth individuals | 231 | $3.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.