# Alamo Capital

> Alamo Capital is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 26193
- Filed as: ALAMO CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/26193
- AdvisorCensus page: https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193

## Quick answers

**How is Alamo Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Alamo Capital reports these compensation arrangements: a percentage of assets under its management.

**Where is Alamo Capital located?**
Alamo Capital's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Alamo Capital registered with the SEC or a state?**
Alamo Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 26193.

**How much does Alamo Capital manage?**
Alamo Capital reports $103,590,000 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**Does Alamo Capital report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/26193

**Does Alamo Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Alamo generally requires a minimum account size of $50,000, but exceptions are made under certain circumstances."

**What changed in Alamo Capital's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> Alamo generally requires a minimum account size of $50,000, but exceptions are made under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $103,590,000
- Discretionary: $103,590,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $79,540,000 |
| Charitable organizations | Fewer than 5 | $24,050,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 20 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/26193

### Websites listed on Form ADV (Item 1.I)
- alamocapital.com
- Facebook @AlamoCapitalInvestmentServices
- Instagram @alamo_capital
- LinkedIn @alamo-capital
- X @AlamoCapital

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alamo Capital (CRD 26193): Form ADV filing data as of October 2026.