# Alta Advisors LLC

> Alta Advisors LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 167839
- Filed as: ALTA ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167839
- AdvisorCensus page: https://advisorcensus.com/firm/alta-advisors-llc-167839

## Quick answers

**How is Alta Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Alta Advisors LLC registered with the SEC or a state?**
Alta Advisors LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167839.

**How much does Alta Advisors LLC manage?**
Alta Advisors LLC reports $22,000,000 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (0% discretionary).

**What types of clients does Alta Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Alta Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167839

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,000,000
- Discretionary: $0
- Non-discretionary: $22,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $22,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Advisors LLC (CRD 167839): Form ADV filing data as of October 2026.