Alamo Capital

WALNUT CREEK, CACRD 26193Registration Status: ApprovedEffective since April 2, 2026Latest ADV March 13, 2026

Alamo Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 13, 2026, reports $104M in regulatory assets under management, 20 employees, and 19 accounts.

Assets Under Management

$104M

Employees

Offices

Total Clients

<5 each

Primary office

WALNUT CREEK, CA

201 N CIVIC DR, #180, WALNUT CREEK, CA, United States

ADV Item 1F location record

Contact and digital presence

ADV profile links

Phone(925) 472-5700 WebsiteVisit website LinkedInView profile

Leadership

3 roles identified

CEONancy Ann Ruehle Mullally

CCOAllison Victoria Kent-aster

CFONancy Ann Ruehle Mullally

Advisory services offered

5 types reported

Educational seminars/workshops

Financial Planning Services

Portfolio management for businesses

Fee models offered

1 types reported

Asset based fees

Sources checked Aug 22, 2026

Client Coverage Demographics

Categories with <5 clients

Charitable Organizations<5 clients

High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$104Mas of March 13, 2026

Discretionary100.0%

$104M

100% of total RAUM100.0%

Non-discretionary0.0%

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.

Total AUM$104M

Total Accounts19

10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20

Clients per Employee—

10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.