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ALTA FOX CAPITAL MANAGEMENT, LLC

CRD 295816File 801-121497
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$821.4M
Above cohort median (national)
Discretionary AUM
$821.4M
Clients
2
2 accounts
Employees
8
Above cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jun 15, 2021
Principal office
640 TAYLOR STREET, SUITE 2522, FORT WORTH, TX, 76102
Phone
817-350-4230

Assets & accounts

ADV Item 5F
Total regulatory AUM
$821.4M
Discretionary AUM
$821.4M
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$410.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$821.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$563,679,652$821,427,086increased by$257,747,434
May 1, 2025
vs Oct 1, 2022
Employees58increased by3
May 1, 2025
vs Oct 1, 2022
Clients32decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$341,522,321$563,679,652increased by$222,157,331
May 1, 2025
vs Oct 1, 2022
Accounts32decreased by1
Apr 1, 2022Employees45increased by1
Apr 1, 2022Clients13increased by2
Apr 1, 2022AUM$167,448,950$341,522,321increased by$174,073,371
Apr 1, 2022Accounts13increased by2
Jul 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALTA FOX” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTA FOX” 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.