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- Custodian
- Capital Group · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- UnisonMatrix ridge +more
- Established Date
- 12-11-1995
- Office Locations
- 3
Office Locations
About Alta Capital Management LLC
Alta Capital Management is an active equity manager with a 40+ year, disciplined quality-growth approach, using proprietary research to build concentrated, high active share portfolios with a long-term focus and downside-risk awareness. Offers all-cap, large-cap, SMID, select, and quality dividend growth strategies for retail and institutional clients, backed by a stable, employee-invested team; the firm notes it conducts no business on WhatsApp.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
HALEY M HAMMOND
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
GEORGE MAVROUDIS
Chairman, Chief Executive Officer, DIRECTOR, Manager
- CRD
- --
- Ownership
- Less than 5%
Ember oak
Focus ember
- CRD
- #97069
- Ownership
- 46.9%
Showing 2 of 3 owners & executives
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Carter Douglas Allen
--
- CRD
- #6971991
RUAIRI CHAPMAN
Director
- CRD
- #5451935
Ridge ridge
Focus momentum meridian
- CRD
- #55363
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,598,578,238 | $1,234,423 |
| Non-Discretionary | $0 | -- |
| Total | $1,598,578,238 | $1,234,423 |
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Separately Managed Accounts
Total SMA Asset: $1,536,268,402
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $840,161,554 | 40.7% |
| Corporate - Investment Grade | $332,348,919 | 16.1% |
| Municipal Bonds | $222,942,132 | 10.8% |
| Cash | $150,692,367 | 7.3% |
| Public Funds | $518,134,030 | 25.1% |
| Total | $2,064,279,002 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX BRIDGE RADIAL | FRONTIER ALPHA | D1O4S3TDD | CMU | 10.90% | $26,276,988 |
| WAVE SIGNAL | EAGLE TIMBER | QD3WO5T4S | GIGE | 8.48% | $97,991,327 |
| HORIZON BEACON | SUMMIT FRONTIER | U4SSMJWDZ | CAML | 9.45% | $44,693,504 |
| BEACON TIMBER | ATLAS NORTH | D7ZUGGAK1 | FFF | 10.37% | $103,312,495 |
| BRIDGE NORTH | VITAL EAGLE | 03PMBJW88 | MOF | 5.60% | $6,093,723 |
| FOCUS ELEMENT | FOCUS CATALYST | 5II0QKOVU | VTAFC | 10.77% | $64,982,760 |
| VERTEX VERTEX EMBER | ALPHA NORTH | 04L1TO62O | RCLX | 6.17% | $111,976,305 |
| NORTH BRIDGE | FRONTIER CREST | LVM6FC7D5 | GHY | 9.56% | $3,248,962 |