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DL

Daniel J. Lasky

ALTA CAPITAL MANAGEMENT
Salt Lake City, UT 84121
Some features on this profile are disabled
CRD#: 7646843
DL

Professional summary

Daniel James Lasky is a registered financial advisor currently at ALTA CAPITAL MANAGEMENT LLC located in Salt Lake City, Utah.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Daniel James Lasky'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

December 12, 2022 - 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

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".
AC
ALTA CAPITAL MANAGEMENT LLC
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
(12/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/10/2022
Uniform Investment Adviser Law Examination

Current Firm

AC
ALTA CAPITAL MANAGEMENT LLC
ALTA CAPITAL MANAGEMENT LLC

CRD#: 106786 / SEC#: 801-50778

RIA
Registered Investment Advisory firm - (12/11/1995 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
28

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,354
AUM (Assets Under Management)$ 1,788,897,170

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

ALTA CAPITAL MANAGEMENT LLC

CRD#: 106786Salt Lake City, UT 84121

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