ALTA CAPITAL MANAGEMENT LLC
C50
CRD 106786·SEC 801-50778·SALT LAKE CITY, UT
AUM
$1.60B
$1B+
Est. Revenue
$16.0M
@ 1% on AUM
Est. EBITDA
$4.8M
@ 30% margin
Est. Deal Value
$38.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.70B
'21 · $1.78B
'22 · $2.02B
'23 · $2.20B
'25 · $1.79B
'26 · $1.60B
'20'26
$1.70B → $1.60B▼ -6%
Client mix
| Individuals Other | 905 |
| Individuals High Net Worth | 288 |
| Corporations | 64 |
| Pension Profit Sharing Plans | 22 |
| Other | 20 |
Operations
Advisory staff (5-yr trend)
'20 · 13 advisors
'21 · 15 advisors
'22 · 16 advisors
'23 · 16 advisors
'25 · 18 advisors
'26 · 12 advisors
'20'26
13 advisors → 12 advisors▼ -8%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Charles Schwab | 1 |
| Fidelity | 1 |
Full
| Charles Schwab | 10 |
| E*trade | 4 |
| Lpl Financial | 3 |
| Fidelity | 1 |
| Pershing | 1 |
Edgar Addresses
Mailing
6600 PEACHTREE DUNWOODY RD.EMBASSY ROW 600, SUITE 575ATLANTA, GA 30328
Business
6600 PEACHTREE DUNWOODY RD.EMBASSY ROW 600, SUITE 575ATLANTA, GA 30328
Edgar Recent Filings
13F-HR2026-05-15 · 0001573876-26-000004
13F-HR2026-02-17 · 0001573876-26-000002