Alamo Advisors, LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,316,303,428
Clients
231
Advisors
3
of 15 employees
About
Alamo Advisors provides investment advisory services to high‑net‑worth individuals and charitable organizations, overseeing approximately $3.867 billion for about 231 clients. The firm primarily delivers advice by selecting and monitoring unaffiliated third‑party money managers and, on a limited basis, managing client portfolios non‑discretionarily rather than executing trades without client approval.
Alamo’s process begins with personal discussions to document objectives and an Investment Policy Statement, after which the firm matches clients to independent managers based on account size, risk tolerance and investment philosophy, drawing on third‑party due‑diligence providers such as RogersCasey. The firm conducts quarterly reviews and performance monitoring of selected managers and will recommend changes when a manager is not meeting a client’s IPS; because it does not have discretionary authority, client approval is required before transactions are executed.
Notable aspects of the firm include that virtually all assets are managed on a non‑discretionary basis, a $5 million standard account minimum (with the firm grouping related family accounts for fee purposes), and a client base focused on HNW individuals rather than non‑HNW retail clients. The advisory team consists of a small group of licensed CPAs and CFP practitioners, the firm also provides separate accounting and tax preparation services (a disclosed potential conflict), and it does not vote client proxies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001 - $15,000,000: 0.25% $15,000,001+: 0.20%
Account minimum: $5,000,000
Main office
4114 Pond Hill, Suite 201
San Antonio TX 78231
Advisors at this office
3
Most active in
Texas
Also doing business as
Alamo Advisors, L.P. · Alamo Advisors, Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John R
CFP®
San Antonio, TX
Alamo Advisors, LP
John Rizzo is a CFP® professional with 18 years of experience currently serving at Alamo Advisors, LP since 2007. Prior to joining Alamo, he operated his own CPA firm, John J. Rizzo, Jr. CPA PC, for 26 years. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on manager selection and oversight while managing client assets on a non-discretionary basis. The firm emphasizes due diligence, customized portfolio solutions, and offers accounting and tax preparation services alongside its investment advisory work.
Daniel P
CFP®, PFS™
San Antonio, TX
Alamo Advisors, LP
Daniel Peterson is a CFP® and PFS™ with 26 years of industry experience. He has been with Alamo Advisors, LP since 2002. Alamo Advisors serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages nearly $3.9 billion across about 231 clients, primarily on a non-discretionary basis, and emphasizes aligning investments with clients’ objectives and risk tolerances.
Robert J
CFP®, PFS™
San Antonio, TX
Alamo Advisors, LP
Robert Johnson is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has worked at Alamo Advisors, LP and RNJ Management, LLC since 2002 and previously was with Ernst & Young Investment Advisers LLP from 1999 to 2002. Alamo Advisors, LP serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages approximately $3.9 billion across 231 clients, primarily on a non-discretionary basis, and emphasizes personalized investment policy development and ongoing manager oversight.
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