SourcingSourcing

ALAMOS CAPITAL, LLC

C43
CRD 332985·SEC 801-131202·TUCSON, AZ
AUM
$1.0M
<$25M
Est. Revenue
$10K
@ 1% on AUM
Est. EBITDA
$3K
@ 30% margin
Est. Deal Value
$24K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALAMOS CAPITAL, LLC
CRD
332985
SEC file #
801-131202
EIN
000000000
DBA names
—

Economics

AUM
$1.0M
AUM band
<$25M
AUM trajectory
'25'26
$2.0M → $1.0M▼ -50%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALMADA, FRANCISCO, B
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ALMADA, FRANCISCO, B
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002032842
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-11-07
Edgar Last Filing Date
2024-11-07
Edgar Form D Count
1
Edgar Form D Offerings
2024-11-072024-11-07 · 0002032842-24-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1252
Soi Zip Pct 200k Plus
0.0282
Soi Zip Returns 200k Plus
410
Soi Zip Total AGI
846,067
Fdic Zip Total Deposits
22,820,769,000
Fdic Zip Branch Count
328
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6083 E. GRANT RDTUCSON, AZ 85712
Business
6083 E. GRANT RDTUCSON, AZ 85712
Edgar EIN
000000000
Edgar Recent Filings
D2024-11-07 · 0002032842-24-000003
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationTucson, AZ
Arizona BankTucson, AZ
Fdic Zip HHI
660.79
Fdic Zip Top Bank Share Pct
14.39
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,000
Returns4,580
Stub 2
AGI172,142
Returns4,740
Stub 3
AGI138,897
Returns2,260
Soi Zip Total Business Income
31,982
Soi Zip Total Cap Gains
47,375
Soi Zip Total Dividends
19,036
Soi Zip Total Returns
14,540
Top Owner CRD
1575694
Trust Company Affiliate
No

People (2)

2
ALMADA, FRANCISCO, B
IAR · Direct Owner · 87.5%
1575694
Samuel David Almada
IAR
7395719