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They include 905 individual clients, 288 high-net-worth individuals, and 64 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Alta Capital Management offer?","answer":"Alta Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Alta Capital Management charge?","answer":"Alta Capital Management charges 0.60%–1.00% a year for its Retail fee schedule, all strategies. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $250,000.","source":"ALTA CAPITAL ADV PART 2, filed 26 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Alta Capital Management use?","answer":"Alta Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $922M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alta Capital Management have?","answer":"Alta Capital Management has 12 investment adviser representatives registered with state securities authorities, out of 19 employees, and 12 perform investment advisory functions. 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