ALTA CAPITAL MANAGEMENT LLC
CRD #106786 SEC #801-50778 SALT LAKE CITY, UT 801-274-6010
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
28
Clients
101
Accounts
1,354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.8B | $1.8B | $0 | 28 | 16 |
| Mar 2025 | $1.8B | $1.8B | $0 | 28 | 16 |
| Nov 2024 | $1.7B | $1.7B | $0 | 28 | 16 |
| Jul 2024 | $1.7B | $1.7B | $0 | 28 | 16 |
| Mar 2024 | $1.7B | $1.7B | $0 | 28 | 16 |
| Jun 2023 | $1.5B | $1.5B | $0 | 25 | 15 |
| Mar 2023 | $1.5B | $1.5B | $0 | 25 | 15 |
| Mar 2022 | $2.2B | $2.2B | $0 | 24 | 15 |
| Mar 2021 | $2B | $2B | $0 | 23 | 16 |
| Jun 2020 | $1.8B | $1.8B | $0 | 23 | 20 |
| Mar 2020 | $1.8B | $1.8B | $0 | 23 | 20 |
| Jun 2019 | $1.7B | $1.7B | $0 | 19 | 18 |
| Mar 2019 | $1.7B | $1.7B | $0 | 19 | 18 |
| Jan 2019 | $1.8B | $1.8B | $0 | 15 | 17 |
| Mar 2018 | $1.8B | $1.8B | $0 | 15 | 17 |
| Jan 2018 | $1.7B | $1.7B | $0 | 15 | 17 |
| Mar 2017 | $1.7B | $1.7B | $0 | 15 | 2,100 |
| May 2016 | $1.5B | $1.5B | $0 | 12 | 1,800 |
| Mar 2016 | $1.5B | $1.5B | $0 | 12 | 1,800 |
| Aug 2015 | $1.4B | $1.4B | $0 | 12 | 1,100 |
| Mar 2015 | $1.4B | $1.4B | $0 | 12 | 1,100 |
| Mar 2014 | $1.5B | $1.1B | $394.8M | 15 | 900 |
| Jun 2013 | $895.3M | $717.1M | $178.2M | 12 | 700 |
| Mar 2013 | $895.3M | $717.1M | $178.2M | 12 | 700 |
| Feb 2012 | $738.3M | $639.3M | $99M | 11 | 600 |
| May 2011 | $732.4M | $679.4M | $53M | -- | -- |
| Mar 2011 | $732.4M | $679.4M | $53M | -- | -- |
| Jun 2009 | $464.5M | $464.5M | $0 | -- | -- |
| May 2009 | $464.5M | $464.5M | $0 | -- | -- |
| Mar 2009 | $464.5M | $464.5M | $0 | -- | -- |
| Mar 2008 | $667.2M | $667.2M | $0 | -- | -- |
| Jun 2007 | $638M | $638M | $0 | -- | -- |
| May 2007 | $638M | $638M | $0 | -- | -- |
| May 2007 | $638M | $638M | $0 | -- | -- |
| Mar 2007 | $638M | $638M | $0 | -- | -- |
| Jan 2006 | $443.2M | $443.2M | $0 | 10 | -- |
| Nov 2005 | $443.2M | $443.2M | $0 | 10 | -- |
| Jun 2005 | $443.2M | $443.2M | $0 | 10 | -- |
| May 2004 | $400M | $400M | $0 | 10 | -- |
| Aug 2001 | $225M | $225M | $0 | 10 | -- |
| Jul 2001 | $210M | $210M | $0 | 10 | -- |
DateAug 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees28
Clients16
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees28
Clients16
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees28
Clients16
DateJul 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees28
Clients16
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees28
Clients16
DateJun 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients15
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients15
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees24
Clients15
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients16
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients20
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients20
DateJun 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients18
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients18
DateJan 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees15
Clients17
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees15
Clients17
DateJan 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients17
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2,100
DateMay 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients1,800
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients1,800
DateAug 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients1,100
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients1,100
DateMar 2014
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$394.8M
Employees15
Clients900
DateJun 2013
Total AUM$895.3M
Discretionary$717.1M
Non-Disc.$178.2M
Employees12
Clients700
DateMar 2013
Total AUM$895.3M
Discretionary$717.1M
Non-Disc.$178.2M
Employees12
Clients700
DateFeb 2012
Total AUM$738.3M
Discretionary$639.3M
Non-Disc.$99M
Employees11
Clients600
DateMay 2011
Total AUM$732.4M
Discretionary$679.4M
Non-Disc.$53M
Employees--
Clients--
DateMar 2011
Total AUM$732.4M
Discretionary$679.4M
Non-Disc.$53M
Employees--
Clients--
DateJun 2009
Total AUM$464.5M
Discretionary$464.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$464.5M
Discretionary$464.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$464.5M
Discretionary$464.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$667.2M
Discretionary$667.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2007
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$443.2M
Discretionary$443.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$443.2M
Discretionary$443.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$443.2M
Discretionary$443.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients--