Erick Ormsby
Alcosta Capital Management · San Ramon, California
Erick Ormsby is a fee-only financial advisor at Alcosta Capital Management in San Ramon, California. Alcosta Capital Management reports charging a percentage of assets on its Form ADV.
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Who they serve
- Founders
- Executives
- Physicians
- Retirees
Facts
| Firm | Alcosta Capital Management |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $210.2M across 121 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2572594 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.alcostacapital.com |
| Profile |
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Questions about Erick
Is Erick Ormsby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erick holds no broker registration, and Alcosta Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erick charge for financial advice?
Erick's firm, Alcosta Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Erick Ormsby based?
Erick Ormsby is based in San Ramon, California.
Is Erick Ormsby registered with the SEC?
Yes. Erick Ormsby is registered as an investment adviser representative in CA and TX (CRD 2572594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alcosta Capital Management manage?
Alcosta Capital Management reports $210.2M across 121 accounts in assets under management.
How do I contact Erick Ormsby?
Through Erick's website, www.alcostacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alcosta Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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