Erick Elon Ormsby
Investment adviser representative at Alcosta Capital Management, Inc.
24 yearsExperience
2 statesRegistered in
$210.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Alcosta Capital Management, Inc.Dec 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Alcosta Capital Management, Inc.
$210.2MAssets managed
60Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2572594
- Firm CRD
- 128679