ALCOSTA CAPITAL MANAGEMENT, INC.
SEC RegisteredWhat Serious Investors Know
About the firm
Alcosta Capital Management is a Registered Investment Advisor founded more than a decade ago to serve the needs of serious investors. The firm emphasizes independent, disciplined, and responsive investment management, free from conflicts of interest and focused on individual client circumstances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Objective, disciplined investment management designed to deliver consistent returns and protection of principal, with direct access to the person responsible for portfolio performance. The firm also publishes a monthly Alcosta Growth Report covering in-depth research and long-term investment.
Who they serve
Serious investors who understand that cookie-cutter investment solutions don't work and value trust as much as returns.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $3.7M |
| High Net Worth Individuals | 52 | $203M |
| Charitable Organizations | 2 | $3.5M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Growth - First $250,000 | 2.00% |
| Growth - $250,000 to $500,000 | 1.65% |
| Growth - $500,000 to $1,000,000 | 1.35% |
| Growth - Over $1,000,000 | 1.10% |
| Growth & Income, Balanced - First $250,000 | 1.85% |
| Growth & Income, Balanced - $250,000 to $500,000 | 1.50% |
| Growth & Income, Balanced - $500,000 to $1,000,000 | 1.25% |
| Growth & Income, Balanced - Over $1,000,000 | 1.00% |
| Income, Capital Preservation - First $250,000 | 1.10% |
| Income, Capital Preservation - $250,000 to $500,000 | 0.90% |
| Income, Capital Preservation - $500,000 to $1,000,000 | 0.75% |
| Income, Capital Preservation - Over $1,000,000 | 0.60% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALCOSTA CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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