$210.2M Total AUM
$210.2M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- EmberUnison
- Established Date
- 11-04-2003
- Office Locations
- 1
Office Locations
3180 Crow Canyon Pl. Suite 150 SAN Ramon CA
About Alcosta Capital Management, Inc.
Alcosta Capital Management is an independent, owner-led RIA serving serious investors with disciplined, long-term portfolio management and financial planning. The firm emphasizes direct access to the person responsible for performance and shares its research through the monthly Alcosta Growth Report. Portfolios are implemented primarily with ETFs, with additional fixed-income and cash allocations as needed.
Team overview
48 AVG AGE
$210.2M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
22.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Full visibility includes strategy notes for radial frontier.
Open the full profile to inspect shifts in insight ridge.
Open the full profile to inspect shifts in foundation zenith.
Request access to benchmark trends tied to vital.
Premium access reveals conviction themes in oak summit pioneer.
Unlock to see real insight on zenith timber.
See the complete signal summary connected to momentum frontier.
Full visibility includes strategy notes for signal alpha vital.
Asset Classes
Catalyst
Custodian
Oak optima
Investment Vehicles
Focus
Services
Vital Legacy
Technology
Capital Delta
Owner & Executives
ERICK ELON ORMSBY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2572594
- Ownership
- 75% or more
(308) 367-2578
ember.peak@summitcapital.com
in linkedin.com/in/value-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,198,851 | $1,737,181 |
| Non-Discretionary | $0 | -- |
| Total | $210,198,851 | $1,737,181 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $210,198,851
Equity - Exchange:
45.0% U.S. Government/Agency:
37.4% Cash:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,861,104,108 | 45.0% |
| U.S. Government/Agency | $1,546,784,303 | 37.4% |
| Cash | $727,898,496 | 17.6% |
| Total | $4,135,786,907 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER WAVE VITAL | PIONEER FOCUS | K8GKF38ZV | CAXX | 4.86% | $83,831,375 |
| BEACON PRIME | PEAK EAGLE | T92X66T2K | CYRK | 4.48% | $51,529,980 |
| PRIME OAK | EAGLE ELEMENT | 11A7V4LF6 | VFY | 5.82% | $106,563,322 |
| CATALYST EMBER MERIDIAN | CATALYST MOMENTUM | AYEYKNW4N | CRMNA | 11.26% | $109,205,695 |
| PRIME HORIZON | UNISON MOMENTUM | U8LFSQ8K7 | LQTF | 9.70% | $34,880,519 |
| MOMENTUM PRIME | CREST EMBER | ZPPNRBA2W | KZLHD | 4.16% | $48,918,172 |
| HARBOR ATLAS | MATRIX VERTEX | LC9U42EFD | JMM | 9.25% | $90,969,865 |
| FOUNDATION HORIZON DELTA | OAK NORTH | G60A2FX5P | MOGC | 10.67% | $114,410,779 |