Alamo Capital: new SEC registration, $104M AUM, Walnut Creek, CA
Alamo Capital (Walnut Creek, California): new SEC registration, $104M AUM, Walnut Creek, CA. Its amount of 104 is below the median of 134 (15th percentile). Dated 216 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 104 · 15th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Alamo Capital |
| Legal name | Alamo Capital |
| CRD | 26193 |
| Status | Approved |
| Registered with the SEC | 2026-04-02 |
| Latest Form ADV filing | 2026-09-10 |
| Location | Walnut Creek, CA, United States |
| Regulatory AUM | $103,590,000 |
| Accounts | 19 |
| Employees | 20 |
| Website | https://www.facebook.com/AlamoCapitalInvestmentServices/ |
| amount percentile | 15th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Alamo Capital and 148 California peers
- California NewRiaPulse records like this one: 148
- Alamo Capital's amount: 15th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $104M under management.
- Website on file.
What is the NewRiaPulse record for Alamo Capital in Walnut Creek, California?
Alamo Capital received SEC registration as an investment adviser (2026-04-02) with $103,590,000 in regulatory assets under management, based in Walnut Creek, CA.
How does Alamo Capital compare to other California NewRiaPulse records?
Its amount of 104 is below the median (15th percentile); smaller records often move faster and face less competition. It is 216 days old; check the official source for later updates before acting.
Alamo Capital vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Alamo Capital | Walnut Creek, CA | 104 | 15th | 2026-04-02 |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.