Data / Investment advisers / California / Alamo Capital
Alamo Capital, Walnut Creek, CA: $104 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alamo Capital is an SEC registered investment adviser with its main office in Walnut Creek, California and reports $104 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 26193
- SEC file number
- 801-135291
- SEC status
- Approved, effective April 2, 2026
- Main office
- 201 N Civic Dr #180, Walnut Creek, CA 94596
- Phone
- (925) 472-5700
- Regulatory AUM
- $103,590,000 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $103,590,000
- Accounts
- 17
- Employees
- 20, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $79.5 million |
| Charitable organizations | Fewer than 5 | $24.1 million |
Other advisers in Walnut Creek
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Integrity Wealth Partners, LLC | Walnut Creek | $193.9 million | Not listed | adviserinfo.sec.gov |
| Prime Meridian Capital Management, LLC | Walnut Creek | $176.7 million | 2 | adviserinfo.sec.gov |
| Cavu Wealth Advisors, LLC | Walnut Creek | $171.6 million | Not listed | adviserinfo.sec.gov |
| Terrafirma Wealth Partners | Walnut Creek | $118.5 million | Not listed | adviserinfo.sec.gov |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | $110.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Walnut Creek, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Alamo Capital on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.