Founded in 2002, Alamo Advisors selects and monitors outside investment managers for high-net-worth individuals and charitable organizations. It develops asset allocations and reviews portfolios on a non-discretionary basis, with clients retaining authority over investment decisions. Outside managers charge separately from Alamo's advisory fee. Accounting and tax preparation may also carry additional charges.
Overview
- Headquarters
- San Antonio, TX
- Total Firm Assets
- $3.9 billion
- Average High-Net-Worth Client Portfolio Size
- $14.4 million
- Stated Minimum Account Size
- $5,000,000
Recent Rankings
Fee Disclosure
Source: ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS (2025-03-14)
· View brochure text
Latest filing: ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS (2026-03-08)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $10,000,000 | 0.35% |
| $10,000,001 | $15,000,000 | 0.25% |
| $15,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $35,000 | 0.70% |
| $10 million | $52,500 | 0.52% |
| $50 million | $135,000 | 0.27% |
| $100 million | $235,000 | 0.24% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 85.75%
- Number of High-Net-Worth Clients
- 231
- Total Client Accounts
- 984
- Non-Discretionary Accounts
- 984
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 122290
- ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS (2026-03-08) · View brochure text
- ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS (2025-03-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗