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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ALAMO ADVISORS, LP

CRD 122290

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c1cccfc1-c6ee-87af-4053-bd889670c045

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 1
Observed: May 30, 2014 to Mar 8, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Alamo Advisors LP

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.9BItem 5.F on the latest filing (2026-03-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $3.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $1.3Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 984
High net worth clients: 231
SEC number: 801-79870
CRD: 122290
Filings on the tape: 18
First filed: May 30, 2014
Latest filed: Mar 8, 2026
Organised: Limited Partnership, TX
Website: alamoadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT NORMAN JOHNSON	Certified Financial Planner\|Personal Financial Specialist	SAN ANTONIO, TX	23	26	2	no
DANIEL WILLIAM PETERSON	Certified Financial Planner\|Personal Financial Specialist	SAN ANTONIO, TX	23	26	2	no
JOHN JOSEPH RIZZO	Certified Financial Planner	SAN ANTONIO, TX	19	29	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNSON, ROBERT, NORMAN	LIMITED PARTNER & CHIEF COMPLIANCE OFFICER	D	yes	07/2002	Mar 8, 2026	Mar 8, 2026
RNJ MANAGEMENT, LLC	GENERAL PARTNER	Na	yes	07/2002	Mar 8, 2026	Mar 8, 2026
JOHNSON, ROBERT, NORMAN	President	E	yes	07/2002	May 30, 2014	Sep 19, 2024
GARZA, ANGELA, MAE	LIMITED PARTNER	A	no	07/2002	Mar 8, 2026	Mar 8, 2026
PETERSON, DANIEL, WILLIAM	LIMITED PARTNER	B	no	07/2002	Mar 8, 2026	Mar 8, 2026
RIZZO, JOHN, JOSEPH	LIMITED PARTNER	A	no	01/2023	Mar 8, 2026	Mar 8, 2026
RUSSELL, WILLIAM, MASON	LIMITED PARTNER	A	no	11/2004	Mar 8, 2026	Mar 8, 2026
VASQUEZ, DAVID, RENE	LIMITED PARTNER	A	no	01/2022	Mar 8, 2026	Mar 8, 2026
WILLIAMS, JOHN, KELLY	LIMITED PARTNER	A	no	07/2002	Mar 8, 2026	Mar 8, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 8, 2026	$3.9B	$0	15	7	0	n/a	n/a
2024	Mar 14, 2025	$3.8B	$0	14	6	0	n/a	n/a
2023	Feb 12, 2024	$3.5B	$0	11	6	0	n/a	n/a
2022	Mar 18, 2023	$3.2B	$0	11	6	0	n/a	n/a
2021	Mar 8, 2022	$3.8B	$0	11	6	0	n/a	n/a
2020	Feb 24, 2021	$3.6B	$0	10	5	0	n/a	n/a
2019	Mar 3, 2020	$3.4B	$0	10	5	0	n/a	n/a
2018	Mar 4, 2019	$3.0B	$0	10	5	0	n/a	n/a
2017	Mar 13, 2018	$3.1B	$0	10	5	0	n/a	n/a
2016	Feb 8, 2017	$2.3B	$0	10	4	n/a	n/a	n/a
2015	Feb 5, 2016	$2.5B	$0	8	4	n/a	n/a	n/a
2014	Jan 30, 2015	$2.3B	$0	8	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.9B	$3.8B	2.2%	$3.2B	6.2%	15	14	0	0

Relationships

Registered with (3)

← JOHN JOSEPH RIZZOAdvisorregistration: current employment
Jun 21, 2007 to presentfactForm ADV
← ROBERT NORMAN JOHNSONAdvisorregistration: previous registration
Aug 15, 2002 to Dec 31, 2002factForm ADV
← DANIEL WILLIAM PETERSONAdvisorregistration: previous registration
Aug 15, 2002 to Dec 31, 2002factForm ADV

Controls (2)

← JOHNSON, ROBERT, NORMANOwnerPRESIDENT, ownership code E, individual
May 30, 2014 to Sep 19, 2024factForm ADV
← RNJ MANAGEMENT, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
May 30, 2014 to Sep 19, 2024factForm ADV

Owns (6)

← PETERSON, DANIEL, WILLIAMOwnerLIMITED PARTNER, ownership code B, individual
May 30, 2014 to Sep 19, 2024factForm ADV
← WILLIAMS, JOHN, KELLYOwnerLIMITED PARTNER, ownership code A, individual
May 30, 2014 to Sep 19, 2024factForm ADV
← GARZA, ANGELA, MAEOwnerLIMITED PARTNER, ownership code A, individual
May 30, 2014 to Sep 19, 2024factForm ADV
← RUSSELL, WILLIAM, MASONOwnerLIMITED PARTNER, ownership code A, individual
May 30, 2014 to Sep 19, 2024factForm ADV
← RIZZO, JOHN, JOSEPHOwnerLIMITED PARTNER, ownership code A, individual
Feb 12, 2024 to Sep 19, 2024factForm ADV
← VASQUEZ, DAVID, RENEOwnerLIMITED PARTNER, ownership code A, individual
Feb 12, 2024 to Sep 19, 2024factForm ADV

Dated events

Occurred
Mar 13, 2018
Regulatory AUM changed
Alamo Advisors, Lp reported RAUM $3.1B, up 35% from $2.3B (2017-02-08 to 2018-03-13)
Form ADVobserved 5 days ago
$807M
Occurred
May 30, 2014
First Form ADV filing
Alamo Advisors, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1cccfc1-c6ee-87af-4053-bd889670c045
First observed: May 30, 2014
Last observed: Mar 8, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.

ALAMO ADVISORS, LP

CRD 122290

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c1cccfc1-c6ee-87af-4053-bd889670c045

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT NORMAN JOHNSON

Certified Financial Planner|Personal Financial Specialist

SAN ANTONIO, TX

DANIEL WILLIAM PETERSON

Certified Financial Planner|Personal Financial Specialist

SAN ANTONIO, TX

JOHN JOSEPH RIZZO

Certified Financial Planner

SAN ANTONIO, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON, ROBERT, NORMAN

LIMITED PARTNER & CHIEF COMPLIANCE OFFICER

yes

07/2002

Mar 8, 2026

RNJ MANAGEMENT, LLC

GENERAL PARTNER

yes

07/2002

Mar 8, 2026

JOHNSON, ROBERT, NORMAN

President

yes

07/2002

May 30, 2014

Sep 19, 2024

GARZA, ANGELA, MAE

LIMITED PARTNER

07/2002

Mar 8, 2026

PETERSON, DANIEL, WILLIAM

LIMITED PARTNER

07/2002

Mar 8, 2026

RIZZO, JOHN, JOSEPH

LIMITED PARTNER

01/2023

Mar 8, 2026

RUSSELL, WILLIAM, MASON

LIMITED PARTNER

11/2004

Mar 8, 2026

VASQUEZ, DAVID, RENE

LIMITED PARTNER

01/2022

Mar 8, 2026

WILLIAMS, JOHN, KELLY

LIMITED PARTNER

07/2002

Mar 8, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 8, 2026

$3.9B

n/a

2024

Mar 14, 2025

$3.8B

n/a

2023

Feb 12, 2024

$3.5B

n/a

2022

Mar 18, 2023

$3.2B

n/a

2021

Mar 8, 2022

$3.8B

n/a

2020

Feb 24, 2021

$3.6B

n/a

2019

Mar 3, 2020

$3.4B

n/a

2018

Mar 4, 2019

$3.0B

n/a

2017

Mar 13, 2018

$3.1B

n/a

2016

Feb 8, 2017

$2.3B

n/a

2015

Feb 5, 2016

$2.5B

n/a

2014

Jan 30, 2015

$2.3B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.9B

$3.8B

2.2%

$3.2B

6.2%