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ALAMO CAPITAL
CRD 26193File 801-135291
APPROVED
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$103.6M
Bottom 25% of cohort (national)
Discretionary AUM
$103.6M
Clients
0
19 accounts
Employees
20
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 2, 2026
- Principal office
- 201 N CIVIC DR, #180, WALNUT CREEK, CA, 94596-3761
- Phone
- 925-472-5700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $103.6M
- Discretionary AUM
- $103.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 19
- Non-discretionary accounts
- 0
- Total accounts
- 19
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $24.1M |
| High net worth individuals | Fewer than 5 | $79.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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 11- Q11E2
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.