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Alcosta Capital Management, Inc.

EST. AUM
$210,198,851

CONTACTS

CLIENT ACCOUNTS
121

Firm Details

Metro area Walnut Creek
CRD Number 128679
Website alcostacapital.com
Client types

Overview

Alcosta Capital Management is an independent, registered investment advisory firm founded more than a decade ago to serve sophisticated investors. It works with individual clients, including entrepreneurs, physicians, attorneys, senior corporate executives, families, and retired individuals, as well as institutional clients. The firm positions itself as an alternative to large brokerage firms, emphasizing personalized service built on independence, discipline, and responsiveness rather than standardized, cookie-cutter solutions. Its stated goal is to help clients grow and preserve wealth while maintaining a long-term, trust-based relationship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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