Alcosta Capital Management, Inc.

Alcosta Capital Management, Inc. (CRD# 128679) is a financial advisory firm headquartered in San Ramon, CA. They manage $64,064,969 in 126 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $508,452
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Alcosta Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Erick E. Ormsby
CRD#: 2572594
3180 Crow Canyon Pl., Suite 210, San Ramon, CA 94583
83
Wealthminder
score

Erick Ormsby (CRD# 2572594) is an Investment Advisor Representative working at Alcosta Capital Management, Inc. in San Ramon, CA and has over 21 years of experience in the finance industry.

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