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ALAMO CAPITAL

WALNUT CREEK, CA · CRD 26193 · IAPD ↗ · 925-472-5700

$103.6MRegulatory AUM
2Advisory reps
20Employees
7Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — ALAMO CAPITAL (WALNUT CREEK, CA) is newly SEC-registered with $103.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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