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ALTA FOX CAPITAL MANAGEMENT, LLC

FORT WORTH, TX · CRD 295816 · IAPD ↗ · 817-350-4230

$821.4MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — ALTA FOX CAPITAL MANAGEMENT, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — ALTA FOX CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — ALTA FOX CAPITAL MANAGEMENT, LLC reported RAUM up 46% ($563.7M -> $821.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — ALTA FOX CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($437.9M -> $563.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — ALTA FOX CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($339.2M -> $437.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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