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Charles Frederick Radtke

Investment adviser representative at Alta Capital Management LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets

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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

19 years in the industry.

  1. Sterling Capital Management LLCNov 2025 to now
  2. Alta Capital Management, LLCJun 2024 to now
  3. Cxr Corporation (cxr Asset Management)Nov 2018 to Jun 2024
  4. Barrow, Hanley, Mewhinney & Strauss, LLCAug 2017 to Oct 2018
  5. Mercator Asset Management LPMar 2007 to Aug 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 1 state (UT).

Alta Capital Management LLC

$1.6BAssets managed
1,308Clients
14Advisers
30 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
2678269
Firm CRD
106786
Advisor's SEC record (opens in a new tab)
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