Alcosta Capital Management, Inc.

Alcosta Capital Management serves individual clients, trusts and pension plans with discretionary portfolio management and limited financial planning services. The firm generally expects clients to maintain $500,000 under management (waivable) and offers multiple model portfolios for different risk profiles.

The firm combines quantitative and fundamental analysis using proprietary and third‑party analytics to screen U.S.-listed equities, then applies qualitative evaluations to select stocks (typically companies with at least $200 million in annual revenue and market caps above $2 billion). Portfolios are diversified with roughly 20–40 stocks, may include investment‑grade bonds, and exhibit a stock turnover near 100%; Alcosta currently maintains Growth, Growth & Income, Balanced, Income and Capital Preservation strategies, with the Income and Capital Preservation strategies not accepting new clients.

Noteworthy operational features include managing approximately $210.2 million of AUM with a single advisory team member — an unusually high AUM-per-advisor profile — and providing regular quarterly performance reporting that shows results versus a benchmark; the firm also advertises performance results. Alcosta recommends a single primary custodian (Fidelity) and uses the custodian’s institutional platform services, an arrangement it discloses as a potential conflict of interest.