Alamo Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Alamo Advisors reports 242 clients. They include 231 high-net-worth individuals and 11 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $3.87B across 984 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 95% | 86% |
| Charitable organizations | 5% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 231 | $3.32B | 85.8% | $14.4M |
| Charitable organizations | 11 | $551M | 14.2% | $50.1M |
| Total | 242 | $3.87B | 100% | $16M |
- Clients
- 231
- Regulatory AUM
- $3.32B
- AUM share
- 85.8%
- Avg. per client
- $14.4M
- Clients
- 11
- Regulatory AUM
- $551M
- AUM share
- 14.2%
- Avg. per client
- $50.1M
Total
- Clients
- 242
- Regulatory AUM
- $3.87B
- AUM share
- 100%
- Avg. per client
- $16M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Alamo Advisors charges 0.20%–1.00% a year for its Investment Advisory Service. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $5,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M–$10M | 0.35% |
| $10M–$15M | 0.25% |
| $15M and above | 0.20% |
Fee details and sources
Robert Johnson owns 50% to 75% of Alamo Advisors. The leadership team of Alamo Advisors includes Chief Compliance Officer Robert Johnson. It has 15 employees, 7 of them in advisory roles.
Staff
- 15 employees
- 7 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Alamo Advisors, LP
Robert Johnson
Control person · since July 2002
- Owns 10% to 25% of Alamo Advisors, LP
Daniel Peterson
since July 2002
- Owns 5% to 10% of Alamo Advisors, LP
John Williams
since July 2002
- Owns 5% to 10% of Alamo Advisors, LP
Angela Garza
since July 2002
- Owns 5% to 10% of Alamo Advisors, LP
William Russell
since November 2004
- Owns 5% to 10% of Alamo Advisors, LP
David Vasquez
since January 2022
- Owns 5% to 10% of Alamo Advisors, LP
John Rizzo
since January 2023
Alamo Advisors’ regulatory assets grew from $3.58B (February 2021) to $3.87B (March 2026); clients rose from 227 to 242 and employees from 10 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $3.87B | 242 | 15 | 1 |
| Mar 2025March 2025 | $3.78B | 218 | 14 | 1 |
| Feb 2024February 2024 | $3.48B | 194 | 11 | 1 |
| Mar 2023March 2023 | $3.23B | 208 | 11 | 1 |
| Mar 2022March 2022 | $3.83B | 200 | 11 | 1 |
| Feb 2021February 2021 | $3.58B | 227 | 10 | 1 |
Besides its headquarters, Alamo Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 4114 Pond Hill, Suite 201, San AntonioHQ
Contact and registration details
- Legal name
- Alamo Advisors, LP
- Headquarters
- 4114 Pond Hill, Suite 201, San Antonio, TX 78231
- Website
- alamoadvisors.com
- Phone
- 210-404-2211
- SEC file
- 801-79870
- Structure
- Texas limited partnership
- Fiscal year end
- December
Alamo Advisors’ named custodians for separately managed accounts are RBC Capital Markets ($3.2B, 83%), Northern Trust ($661M, 17%) and Frost Bank ($2.82M, 0%). Alamo Advisors does not have custody of client assets.
- RBC Capital MarketsRBC Capital Markets, LLC · Minneapolis, MN · $3.2B83%
- Northern TrustNorthern Trust · Chicago, IL · $661M17%
- Frost BankFrost Bank · San Antonio, TX · $2.82M0%
At year end, Alamo Advisors’ separately managed accounts were largely in funds (31%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds31%
- Bonds26%
- State and local bonds16%
- U.S. government and agency bonds6%
- High-yield corporate bonds4%
- Cash16%
How many clients does Alamo Advisors have?
Alamo Advisors has 242 clients and manages $3.87 billion for them, as of March 2026. They include 231 high-net-worth individuals and 11 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 March 2026
What services does Alamo Advisors offer?
Alamo Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Alamo Advisors charge?
Alamo Advisors charges 0.20%–1.00% a year for its Investment Advisory Service. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $5,000,000.
Source: ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS, filed 8 March 2026
Which custodians does Alamo Advisors use?
Alamo Advisors’ separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $3.2B, Northern Trust (Chicago, IL), with $661M and Frost Bank (San Antonio, TX), with $2.82M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 March 2026
How many financial advisors does Alamo Advisors have?
Alamo Advisors has 3 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alamo Advisors invest in?
At the end of its last fiscal year, Alamo Advisors’ separately managed accounts held 31% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 16% state and local bonds, 16% cash and equivalents, 6% U.S. government and agency bonds and 4% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Alamo Advisors have a minimum investment?
Yes, Alamo Advisors’ minimum account size for its Investment Advisory Service is $5M.
Source: ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS, filed 8 March 2026
Who owns Alamo Advisors?
Alamo Advisors’ direct owners are Robert Johnson (50% to 75%), Daniel Peterson (10% to 25%), John Williams (5% to 10%), Angela Garza (5% to 10%), William Russell (5% to 10%), David Vasquez (5% to 10%) and John Rizzo (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 March 2026
How does Alamo Advisors get paid?
Alamo Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alamo Advisors?
Alamo Advisors’ main office is at 4114 Pond Hill, Suite 201, San Antonio, TX 78231. Its phone number is 210-404-2211. Its website is alamoadvisors.com.