Carter Douglas Allen
Investment adviser representative at Alta Capital Management LLC
10 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
10 years in the industry.
- Alta Capital Management LLCMay 2019 to now
- Univerisity of Wisconsin MadisonAug 2018 to May 2019
- University of Wisconsin MadisonAug 2018 to May 2019
- Geneva Capital ManagementJun 2018 to Aug 2018
- University of Wisconsin MadisonAug 2017 to May 2018
- Isthmus Partners LLCJun 2017 to Aug 2018
- UnemployedMay 2017 to Jun 2017
- University of Wisconsin MadisonAug 2016 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 6971991
- Firm CRD
- 106786