Alamo Advisors, LP

Overview

Alamo Advisors, LP is an SEC registered investment adviser based in San Antonio, TX, registered since 2014. It reports $3.9B in assets under management across 984 accounts, with 15 employees. It has 3 investment adviser representatives.

Reported AUM

$3.9B

Accounts

984

Average account

$3.9M

Employees

15

Advisory reps

3

Registered since

2014

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• Robert Norman Johnson Limited Partner, Chief Compliance Officer CRD 4525810
• Angela Mae Garza Limited Partner CRD 4572258
• Daniel William Peterson Limited Partner CRD 4527851

4 more executive officers, with direct contact details

Advisory reps 3 of 3

• Robert Norman Johnson Investment Adviser Rep CRD 4525810
• Daniel William Peterson Investment Adviser Rep CRD 4527851
• John Joseph Rizzo Jr. Investment Adviser Rep CRD 5367579

Location

Headquarters

4114 Pond Hill Rd Ste 201
San Antonio, TX 78231

County

Bexar

Metro area

San Antonio-New Braunfels, TX

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: alamoadvisors.com

Every state, with registration dates

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