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Alamo Capital

● SEC registered since 2026CRD 26193SEC# 801-135291Walnut Creek, CA
Export (members)
Reg. AUM
$103.6M
Employees
20
Accounts
19
Location
Walnut Creek, CA

Alamo Capital assets under management

Alamo Capital is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2026. It reports $103.6 million in regulatory assets under management and employs 20 people.
www.facebook.com/alamocapitalinvestmentservicesView on SEC.gov ↗

Alamo Capital owners & executives

4 reported
NameTitleOwnershipSince
Allison Victoria Kent-AsterCcoUnder 5%2010
Nancy Ann Ruehle Mullally ControlCeoOver 75%1987
Nancy Ann Ruehle Mullally ControlCfoOver 75%1988
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Frequently asked questions

How much does Alamo Capital manage?

Alamo Capital reports $103.6 million in regulatory assets under management on its Form ADV.

How many employees does Alamo Capital have?

Alamo Capital reports 20 employees.

Where is Alamo Capital located?

Alamo Capital is based in Walnut Creek, CA and has been SEC-registered since 2026.

Does Alamo Capital disclose fund performance?

Alamo Capital is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 N Civic Dr, #180, Walnut Creek, CA 94596-3761
Phone925-472-5700
Fax925-472-3909
Office hours6:30 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$103.6M
Non-discretionary$0
Total (RAUM)$103.6M