Casey D Nelsen

Employer firm

Alta Capital Management LLC CRD 106786

$1.60B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Alta Capital Management
  Salt Lake City, UT
• 11/2025 → Present
  Sterling Capital Management Llc
  Charlotte, NC

Other Businesses

Tellucap Partners 1129 N Eastview Ln Alpine, UT 84004 Casey Nelsen is the owner of Tellucap Partners, which owns an apartment building with nine storage units in Salt Lake City. It is not investment related and Casey has contracted with a property mangement company that handles all interactions with tenants. Casey talks with the manager 1-2 times per quarter. Casey Nelsen started Tellucap in 2018 and spends less than 1 hour per month (during securities trading hours). Alta Capital Management has an arrangement with Sterling Capital Management LLC ("Sterling"), an affiliated investment adviser, where Casey is a shared employee, and he provides investment advisory and portfolio management services to Sterling clients. Sterling's address is 4350 Congress Street, Suite 1000, Charlotte, North Carolina 28209. Casey's position is Portfolio Manager, and he started in November of 2025. Casey devotes approximately 12 hours a month to Sterling, 8 of which are during securities trading hours. Because of this arrangement, Casey is responsible for adhering to established policies and supervisory controls designed to mitigate conflicts of interest for both firms. As a shared employee, Casey is required to act in-line with fiduciary duties and ensure all clients are treated fairly and equitably. Casey may not use information about any client's investments or trading activity to benefit himself or anyone involved in the shared-employee arrangement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-07

Designations

• Chartered Financial Analyst