Fee-only adviser · San Antonio, TX
Alamo Advisors, LP
Alamo Advisors, LP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Antonio, Texas. On its latest Form ADV, filed March 8, 2026, it reports $3.9B in regulatory assets under management, 231 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 122290 · SEC file 801-79870 |
| Office | 4114 Pond Hill Suite 201 San Antonio, TX 78231 |
| Phone | (210) 404-2211 |
| Website | alamoadvisors.com |
| Regulatory assets under management | $3.9B |
| Individual clients | 0 non-high-net-worth, 231 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Antonio
- Teamwork Financial Advisors, LLC $1.0B
- Best Invest $296M
- 1900 Wealth $3.1B
- Wela Financial Advisory $657M
- Money Managers, Inc. $147M
- S Harris Financial Group, LLC $404M
See all 38 fee-only advisers in San Antonio →
Nearby
- Terrell Hills 1 firm
- Shavano Park 2 firms
- New Braunfels 8 firms
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