Alamo Advisors, Lp
- Regulatory AUM
- $3.9B
- Discretionary
- $0
- Clients
- 242
- Avg AUM / client
- $16.0M
- Accounts
- 984
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 231 | $3.3B | 85.8% |
| Charitable organizations | 11 | $551M | 14.2% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel William Peterson | Limited Partner | CFP Personal Financial Specialist | Jul 2002 (24y) | 10% – 25% |
| Garza, Angela, Mae | Limited Partner | Jul 2002 (24y) | 5% – 10% | |
| Robert Norman Johnson | Limited Partner & Chief Compliance Officer | CFP Personal Financial Specialist | Jul 2002 (24y) | ≈ 0% – 5% via Rnj Management, Llc |
| Williams, John, Kelly | Limited Partner | Jul 2002 (24y) | 5% – 10% | |
| Russell, William, Mason | Limited Partner | Nov 2004 (22y) | 5% – 10% | |
| John Joseph Rizzo | Limited Partner | CFP | Jun 2007 (19y) | 5% – 10% |
| Vasquez, David, Rene | Limited Partner | Jan 2022 (5y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rnj Management, Llc | General Partner | Jul 2002 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Norman Johnson: 75% – 100% of Rnj Management, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/08/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- RBC $3.2B (83% of AUM) Mar 2026
- Northern Trust $661M (17% of AUM) Mar 2026
- Frost Bank $2.8M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 08, 2026.
View current Form ADV (SEC/IAPD) ↗