Data / Investment advisers / California / Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc., San Ramon, CA: $210 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alcosta Capital Management, Inc. is an SEC registered investment adviser with its main office in San Ramon, California and reports $210 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Alcosta Capital Management, Inc. (CRD number 128679): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128679
- SEC file number
- 801-121923
- SEC status
- Approved, effective July 30, 2021
- Main office
- 3180 Crow Canyon Pl. Suite 150, San Ramon, CA 94583
- Phone
- (888) 267-6729
- Website
- alcostacapital.com
- Regulatory AUM
- $210,198,851 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $210,198,851
- Accounts
- 121
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 | 52 | $203 million |
| Individuals (other than high net worth individuals) | 6 | $3.7 million |
| Pension and profit sharing plans | 2 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $210.2 million | March 25, 2026 |
| December 1, 2025 | $220.6 million | March 20, 2025 |
Other advisers in San Ramon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prosperity Financial Group, Inc. | San Ramon | $503 million | Not listed | adviserinfo.sec.gov |
| New Insight Wealth Advisors | San Ramon | $396.9 million | Not listed | adviserinfo.sec.gov |
| Accretive Wealth Management, LLC | San Ramon | $290.7 million | Not listed | adviserinfo.sec.gov |
| Auspicious Financial Planning, LLC | San Ramon | $278 million | Not listed | adviserinfo.sec.gov |
| Carey Wealth Management | San Ramon | $222.8 million | Not listed | adviserinfo.sec.gov |
| Cannon Beach Financial Advisors | San Ramon | $209.2 million | Not listed | adviserinfo.sec.gov |
| Certified Planners, Inc. | San Ramon | $196.6 million | Not listed | adviserinfo.sec.gov |
| Giving Tree Wealth Advisors | San Ramon | $138 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Ramon, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alcosta Capital Management, Inc. 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.