Charles F. Radtke

ALTA CAPITAL MANAGEMENT LLC

Salt Lake City, UT 84121

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CRD#: 2678269

Professional summary

Charles Frederick Radtke, who also goes by Charlie Radtke, is a registered financial advisor currently at ALTA CAPITAL MANAGEMENT LLC located in Salt Lake City, Utah.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Charles has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Radtke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Frederick Radtke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2024 - Present

ALTA CAPITAL MANAGEMENT LLC

Office #1: 6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121

RIA

CRD#: 106786

Salt Lake City, UT

Past

August 17, 2017 - October 25, 2018

BARROW HANLEY GLOBAL INVESTORS

RIA

CRD#: 105519

DALLAS, TX

Past

July 15, 2005 - March 16, 2007

AT INVESTOR SERVICES, INC.

CRD#: 47837

NEW YORK, NY

Past

August 24, 2000 - July 15, 2005

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

November 17, 1995 - July 26, 2000

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

CRD#: 27884

SAN MATEO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALTA CAPITAL MANAGEMENT LLC

CRD#: 106786 / SEC#: 801-50778

RIA

Registered Investment Advisory firm - (12/11/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1995

General Securities Representative Examination

Current Firm

ALTA CAPITAL MANAGEMENT LLC

CRD#: 106786 / SEC#: 801-50778

RIA

Registered Investment Advisory firm - (12/11/1995 Approved)

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Contact information

Main Address

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121

Mailing Address

Phone number

(801) 274-6010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTA CAPITAL ADV PART 2 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,354
AUM (Assets Under Management)	$ 1,788,897,170

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/12/2025	Cover Page	Report
07/02/2024	Cover Page	Report
05/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Charles F. Radtke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Frederick Radtke's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARROW HANLEY GLOBAL INVESTORS

AT INVESTOR SERVICES, INC.

GPC SECURITIES, INC.

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

Primary Firm SEC Registration

ALTA CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/1995

Series 63

Date: 11/21/1995

Series 7

Date: 11/16/1995

Current Firm

ALTA CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALTA CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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