Alta Fox Capital Management, LLC
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Overview
Alta Fox Capital Management, LLC operates as a financial advisory company that has its headquarters in Fort Worth, Texas. The firm oversees $339.2 million in total assets across two accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Alta Fox Capital Management, LLC has a small team, including 4 financial advisors. Alta Fox Capital Management, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets like stocks, options and bonds.
Alta Fox Capital Management, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction choices for the client's account without needing the customer's approval. Alta Fox Capital Management, LLC's typical account size is $169.6 million. The average advisor at Alta Fox Capital Management, LLC administers fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is at 640 Taylor Street, Fort Worth, Texas 76102. The company is permitted to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alta Fox Capital Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$339.2 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$169.6 million
Fee Structure
Fees charged by financial advisors usually depend on the type of financial services offered. However, fees billed by the firm most likely consist of any blend of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its two clients, Alta Fox Capital Management, LLC's biggest client group is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alta Fox Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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