Alliant Capital Management

Alliant Capital Management

Tom Lear, Jr., a CFA charterholder, launched Alliant Capital Management in 2007. He previously managed discretionary investments for individuals and institutions for more than ten years. Lear holds a BBA in finance from the University of Notre Dame. The firm provides fee-only, fiduciary investment advisory services. Alliant takes a team-oriented approach and separates its investment management role from other professionals serving the client. The firm does not publicly disclose specific asset classes, portfolio companies, or geographic investment focus. Alliant maintains a client-servicing location in Zanesville, Ohio, in addition to its Houston headquarters. The firm employs a holistic, objective methodology but has not disclosed team size or adjacent vehicles such as philanthropic structures or operating companies. Alliant structures itself as a distinct, registered investment adviser that works alongside clients' other professional advisors. This model differentiates it from firms that act as a primary financial concierge. The firm does not reveal AUM, deal flow, or sector preferences, which limits independent evaluation of its scale.