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- Custodian
- Northern Trust ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
About Alamo Advisors, LP
Alamo Advisors, LP is a SAN Antonio-based RIA. The firm has been operating for 24 years. Managing $3.9B in total assets under management, with 7 advisory representatives. They custody assets with Northern Trust and RBC.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 8, 2026, reported AUM increased 2.2%, from $3.8B to $3.9B.
Across 5 reported observations, AUM increased 0.9% between March 8, 2022 and March 8, 2026, from $3.8B to $3.9B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 7 advisory representatives and 242 clients, or 34.6 clients per representative. That equates to $16.0M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROBERT NORMAN JOHNSON
Chief Compliance Officer, Limited Partner, PARTNER
- CRD
- #4525810
- Ownership
- 50% but less than 75%
DANIEL WILLIAM PETERSON
Limited Partner
- CRD
- #4527851
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,867,222,474 | $3,930,104 |
| Total | $3,867,222,474 | $3,930,104 |
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Separately Managed Accounts
SMA allocation detail is available
Alamo Advisors, LP has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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