SALT LAKE CITY, UTCRD 106786Latest ADV March 31, 2026
Alta Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 31, 2026, reports $1.6B in regulatory assets under management, 19 employees, 2 offices, and 1,295 accounts.
Assets Under Management
$1.6B
Employees
19
Offices
2 offices
Total Clients
1,308
Primary office
SALT LAKE CITY, UT
6440 SOUTH WASATCH BLVD, SUITE 260, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
905
2
HNWI
22.0%
288
3
Corporations
4.9%
64
4
Pension Plans
1.7%
22
5
RELIGIOUS, LIMITED PARTNERSHIPS, UMA PLATFORMS
1.5%
20
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 31, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts1,295
10Y AUM Change$-56M (-3.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee69:1
10Y Employee Change+4 (+26.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.