# ALAMO CAPITAL

ALAMO CAPITAL of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 26193
- Type: SEC-registered investment adviser
- SEC file number: 801-135291
- Location: 201 N CIVIC DR, #180, WALNUT CREEK, CA, 94596-3761
- Phone: 925-472-5700
- Latest filing: 2026-03-13
- Regulatory AUM: $103.6M
- Discretionary AUM: $103.6M
- Clients: 20
- Accounts: 19

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Nancy Ann Ruehle Mullally | CEO; CFO | — |
| William John Mullally | PRESIDENT | — |
| Allison Victoria Kent-Aster | CCO | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-08-25 | regulatory | THE FIRM FAILED TO REPORT 147 TRACE ELIGIBLE TRANSACTIONS DURING 1Q09 AS BROKER INFORMED FIRM THE TRANSACTIONS WERE STEP-OUTS, AND THUS NOT REQUIRED TO BE REPORTED. | Final | $8K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/26193/brochure
- Similar advisers: https://search.stillhousedata.com/firm/26193/similar
- Related entities: https://search.stillhousedata.com/firm/26193/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/26193

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.