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ALCOSTA CAPITAL MANAGEMENT, INC.

SAN RAMON, CA · CRD 128679 · IAPD ↗ · alcostacapital.com · 888-267-6729

$210.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — ALCOSTA CAPITAL MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — ALCOSTA CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($173.5M -> $220.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ALCOSTA CAPITAL MANAGEMENT, INC. reported RAUM up 29% ($134.7M -> $173.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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