# Alta Financial Group

> Alta Financial Group is a state-registered investment advisory firm in Campbell, CA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 145001
- Filed as: ALTA FINANCIAL GROUP
- Legal name: Star LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Campbell, CA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145001
- AdvisorCensus page: https://advisorcensus.com/firm/alta-financial-group-campbell-ca-145001

## Quick answers

**How is Alta Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alta Financial Group located?**
Alta Financial Group's principal office is in Campbell, CA, according to its Form ADV.

**Is Alta Financial Group registered with the SEC or a state?**
Alta Financial Group is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145001.

**How much does Alta Financial Group manage?**
Alta Financial Group reports $6,000,000 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**What types of clients does Alta Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (3).

**Does Alta Financial Group 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/145001

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,000,000
- Discretionary: $6,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,000,000 |
| High net worth individuals | 3 | $4,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [afgusa.com](https://afgusa.com)
- Facebook @AltaFinancialGroup
- LinkedIn @alta-financial-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Financial Group (CRD 145001): Form ADV filing data as of October 2026.