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Alamo Capital

Alamo Capital. CRD 26193

Alamo Capital logo

CRD: 26193

Alamo Capital

Walnut Creek, CA, 94596
9254725700
www.alamocapital.com
$103.6M Total AUM
$103.6M Disc. AUM
-- 3Y CAGR
20 Employees
7 ADV. Clients
36 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
Clients
Retail and Institutional
Platforms
PrimeEagle +more
Established Date
06-19-1990
Office Locations
2

Office Locations

201 N Civic DR #180 Walnut Creek CA
-- Reno NV

About Alamo Capital

Alamo Capital is a boutique, full-service broker/dealer providing personalized wealth guidance with a focus on fixed income and tax-advantaged strategies. The firm offers direct access to municipal bonds, including newly issued California tax-exempt offerings, plus broader solutions spanning equities, retirement planning, education savings, and portfolio strategy through its brokerage platform. Privately held and women-owned, it emphasizes responsive service and direct access to decision-makers.

Team overview

40 AVG AGE
$51.8M AVG AUM / ADVISOR
$14.8M AVG AUM / CLIENT
15.3 yrs AVG TENURE
20 Employees
2 Advisory Reps
7 RIA Reps
36yrs Firm Age

Insights

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Asset Classes

Frontier value Ridge Foundation vector Value Vector horizon

Client Personas

Glacier Matrix ridge

Custodian

Summit harbor Vector timber Foundation prime Harbor ember Crest North beacon Capital frontier Zenith Timber catalyst Zenith Capital summit

Investment Themes

Element matrix Pioneer zenith Eagle fusion Horizon glacier

Investment Vehicles

Harbor Delta delta

Services

Summit Focus frontier Element Foundation prime Alpha ridge Ember ridge Ember Alpha beacon Insight catalyst Vertex

Technology

Summit crest Fusion Element fusion

Owner & Executives

N

NANCY ANN RUEHLE MULLALLY

Chairman, Chief Executive Officer

CRD
#1004052
Ownership
75% or more
(646) 465-7446
summit.frontier@wavecapital.com
in linkedin.com/in/ember-focus
ALLISON VICTORIA KENT-ASTER

ALLISON VICTORIA KENT-ASTER

Broker, Chief Compliance Officer

CRD
#2047679
Ownership
Less than 5%
(529) 264-1836
meridian.matrix@frontiercapital.com
in linkedin.com/in/unison-frontier
C

Catalyst insight

North delta

CRD
#66996
Ownership
25.5%
(289) 672-9668
pioneer.fusion@harborcapital.com
in linkedin.com/in/prime-optima

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Contacts

J

JOHN ANDREW BAER

Vice President

CRD
#1781572
(874) 571-4754
frontier.ridge@foundationcapital.com
in linkedin.com/in/matrix-capital
J

JOHN JOSEPH COLLEARY

Vice President

CRD
#501314
(239) 882-1786
unison.pathway@frontiercapital.com
in linkedin.com/in/catalyst-meridian
A

Alpha meridian

Harbor vector

CRD
#81970
(956) 479-9270
quantum.pathway@unisoncapital.com
in linkedin.com/in/unison-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-13-2026
Category Assets AVG. Account size
Discretionary $103,590,000 $5,452,105
Non-Discretionary $0 --
Total $103,590,000 $5,452,105

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Separately Managed Accounts

Total SMA Asset: $103,590,000

$103.6M Total SMA
Municipal Bonds:
36.9%
Equity - Exchange:
8.6%
Cash:
22.5%
Corporate - Investment Grade:
13.7%
U.S. Government/Agency:
18.3%
Asset class Assets Assets %
Municipal Bonds $3,085,239,996 36.9%
Equity - Exchange $719,053,224 8.6%
Cash $1,881,243,900 22.5%
Corporate - Investment Grade $1,145,468,508 13.7%
U.S. Government/Agency $1,530,078,373 18.3%
Total $8,361,084,001 100.0%

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