A complete list of active advisors currently associated with Alcosta Capital Management, Inc.

Warmer can help you find a great advisor at Alcosta Capital Management, Inc. or one who fits your needs even better.

Alcosta Capital Management serves individual clients, trusts and pension plans with discretionary portfolio management and limited financial planning services. The firm generally expects clients to maintain $500,000 under management (waivable) and offers multiple model portfolios for different risk profiles. The firm combines quantitative and fundamental analysis using proprietary and third‑party analytics to screen U.S.-listed equities, then applies qualitative evaluations to select stocks (typically companies with at least $200 million in annual revenue and market caps above $2 billion). Portfolios are diversified with roughly 20–40 stocks, may include investment‑grade bonds, and exhibit a stock turnover near 100%; Alcosta currently maintains Growth, Growth & Income, Balanced, Income and Capital Preservation strategies, with the Income and Capital Preservation strategies not accepting new clients. Noteworthy operational features include managing approximately $210.2 million of AUM with a single advisory team member — an unusually high AUM-per-advisor profile — and providing regular quarterly performance reporting that shows results versus a benchmark; the firm also advertises performance results. Alcosta recommends a single primary custodian (Fidelity) and uses the custodian’s institutional platform services, an arrangement it discloses as a potential conflict of interest.

To learn more about the advisors currently working at Alcosta Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.