Data / Investment advisers / Utah / Alta Capital Management LLC
Alta Capital Management LLC, Salt Lake City, UT: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alta Capital Management LLC is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $1.6 billion in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 106786
- SEC file number
- 801-50778
- SEC status
- Approved, effective December 11, 1995
- Main office
- 6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121
- Phone
- (801) 274-6010
- Regulatory AUM
- $1,598,578,238 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $1,598,578,238
- Accounts
- 1,295
- Employees
- 19, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- June 26, 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 | 288 | $642.8 million |
| Individuals (other than high net worth individuals) | 905 | $366.9 million |
| Corporations or other businesses | 64 | $285.5 million |
| Pension and profit sharing plans | 22 | $168.1 million |
| Pooled investment vehicles | 2 | $62.3 million |
| Charitable organizations | 7 | $20.8 million |
| State or municipal government entities | Fewer than 5 | $3.2 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 | $1.60 billion | March 31, 2026 |
| December 1, 2025 | $1.79 billion | August 15, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peterson Partners | Salt Lake City | $2.63 billion | 28 | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 6 | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | $2.09 billion | 1 | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | $2.01 billion | 3 | adviserinfo.sec.gov |
| Physician Wealth Advisors, Inc. | Salt Lake City | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | adviserinfo.sec.gov |
| Truenorth Wealth | Salt Lake City | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alta Capital Management LLC 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.