This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ALTA CAPITAL MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

49

Exams

S63|S65

First exam

May 20, 2004

First registration

May 30, 2024

Dual registered

no

IAPD individual key

2485767

• Occurred

  Sep 20, 2024
  Advisor changed firm

  James Merlin Francis left Montag & Caldwell, An Advocacy Wealth Company for Alta Capital Management Llc (registered 2024-11-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ac1bb72-45aa-500c-e4e0-2e544d1bee68

First observed

May 30, 2024

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.