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Todd Bradford Kearney

Alta Capital Management LLC

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About Todd Bradford Kearney

Todd Bradford Kearney is a financial advisor registered with Alta Capital Management LLC in Salt Lake City, UT. Kearney has been in the financial services industry since 1995, and has experience with a variety of firms including Goldman Sachs Execution & Clearing, L.P., and Fidelity Brokerage Services LLC. Kearney specializes in providing financial planning, portfolio management, and selection of other advisors. He works with individuals, high-net-worth individuals, corporations and other businesses, investment companies, pooled investment vehicles, and charitable organizations. Kearney is also registered with the state of Utah as an investment advisor.

Firm Information

Todd Kearney is currently registered with Alta Capital Management LLC. Alta Capital Management LLC is an investment advisor registered with the SEC and located in SALT LAKE CITY, UT. The firm provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors. They manage over $1.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm also has experience working with religious institutions, limited partnerships, and UMA platforms.
Alta Capital Management LLC

6440 SOUTH WASATCH BLVD

SALT LAKE CITY, UT 84121

$1.71B

Assets Under Management

16

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Kearney’s Registration & Firm History

UT

03/20/2023 - Present

Alta Capital Management LLC (SALT LAKE CITY UT)

NY

05/13/2009 - 10/21/2010

GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)

NY

01/29/2002 - 05/13/2009

GOLDMAN, SACHS & CO. (NEW YORK NY)

RI

08/23/1995 - 01/28/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 03/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/22/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Bradford Kearney.
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