Alamo Capital
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 26193
· SEC file 801-135291
· Walnut Creek, CA
· www.facebook.com
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ADV data as of Mar 13, 2026
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 19
- Employees
- 20
AUM over time
$104M
$104M
Jan 7, 2026
Mar 13, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $79.5M | 76.8% |
| Charitable organizations | Fewer than 5 clients | $24.1M | 23.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nancy Ann Ruehle Mullally | Registered representative | Nov 1998 (28y) | ||
| Mazda John Sadeghi | Registered representative | Oct 2005 (21y) | ||
| Allison Victoria Kent Aster | Registered representative | May 2009 (17y) | ||
| Adam James Gold | Registered representative | Jun 2009 (17y) | ||
| William John Mullally | Registered representative | Feb 2010 (16y) | ||
| Nicholas Paul Mullally | Registered representative | Dec 2011 (15y) |
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) | 03/13/2026 | 1.23 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗