Alta Capital Management LLC

Alta Capital Management LLC (CRD# 106786) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,710,281,631 in 1,396 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,710
    MILLION
  • Total Number of Accounts
    1,396
    ACCOUNTS
  • Average Account Value
    $1,225,130
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Alta Capital Management LLC
Showing 1 - 10 of 13 top financial advisors.
1
Zachary B. Bitner
CRD#: 6944048
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Zachary Bitner (CRD# 6944048) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry.

2
Lynn C. Miller
CRD#: 4347924
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Lynn Miller (CRD# 4347924) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

3
Casey D. Nelsen
CRD#: 4990197
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Casey Nelsen (CRD# 4990197) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

4
Melanie H. Peche
CRD#: 2701531
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Melanie Peche (CRD# 2701531) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 17 years of experience in the finance industry.

5
Nathan E. Rhees
CRD#: 4085346
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Nathan Rhees (CRD# 4085346) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry.

6
Andrew H. Schaffernoth
CRD#: 4275015
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Andrew Schaffernoth (CRD# 4275015) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 23 years of experience in the finance industry.

7
Michael O. Tempest
CRD#: 1732785
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Michael Tempest (CRD# 1732785) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 36 years of experience in the finance industry.

8
Carter D. Allen
CRD#: 6971991
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Carter Allen (CRD# 6971991) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry.

9
Ruairi Chapman
CRD#: 5451935
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Ruairi Chapman (CRD# 5451935) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.

10
Todd B. Kearney
CRD#: 2650673
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121

Todd Kearney (CRD# 2650673) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 28 years of experience in the finance industry.

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