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ALTA CAPITAL MANAGEMENT LLC

SALT LAKE CITY, UT · CRD 106786 · IAPD ↗ · 801-274-6010

$1.60BRegulatory AUM
12Advisory reps
19Employees
14Clients
51-100Planning clients
0Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ALTA CAPITAL MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — ALTA CAPITAL MANAGEMENT LLC shrank from 18 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — ALTA CAPITAL MANAGEMENT LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — ALTA CAPITAL MANAGEMENT LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — ALTA CAPITAL MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.