Alamo Capital
● SEC registered since 2026CRD 26193SEC# 801-135291Walnut Creek, CA
Reg. AUM
$103.6M
Employees
20
Accounts
19
Location
Walnut Creek, CA
Alamo Capital assets under management
Alamo Capital is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2026. It reports $103.6 million in regulatory assets under management and employs 20 people.
Alamo Capital owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Victoria Kent-Aster | Cco | Under 5% | 2010 |
| Nancy Ann Ruehle Mullally Control | Ceo | Over 75% | 1987 |
| Nancy Ann Ruehle Mullally Control | Cfo | Over 75% | 1988 |
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Join to unlock · $37/moFrequently asked questions
How much does Alamo Capital manage?
Alamo Capital reports $103.6 million in regulatory assets under management on its Form ADV.
How many employees does Alamo Capital have?
Alamo Capital reports 20 employees.
Where is Alamo Capital located?
Alamo Capital is based in Walnut Creek, CA and has been SEC-registered since 2026.
Does Alamo Capital disclose fund performance?
Alamo Capital is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 N Civic Dr, #180, Walnut Creek, CA 94596-3761 |
| Phone | 925-472-5700 |
| Fax | 925-472-3909 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$103.6MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$103.6Mregulatory AUM
Discretionary $103.6M