About Altrius Capital Management, Inc.
Altrius Capital is a wealth and investment management firm dedicated to providing sound risk adjusted returns through our proprietary process which focuses on global revenue generation, value and above average income. Our value-driven, income-focused process, is comprised of individual stocks and bonds designed to meet the retirement and investment goals of our clients. For more information, please visit our website www.altriuscapital.com.
See Disclosures
General Information
Firm Start Year
1997
No. of Employees
10-19
Firm CRD#
121529
Name of Broker/Dealer
N/A
Name of Custodial Firm
Schwab
States Licensed in
SEC,NC,SC,GA,VA,CA,NJ,NY,FL,LA,MD,MI,PA,TN,TX,
Years of Experience in Financial Services
27
Number of Years with Current Firm
27
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English, Spanish
Advisory Services Provided
Tax Advice and Services, Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®
Securities Licenses
Series 63, Series 65, Series 66
Firm Information
Firm's Number of Clients
510
Firm's Number of Planning Clients
510
Firm's Number of Managed Clients
510
Assets Managed by Firm
510,000,000
Advisor's Number of Clients
510
Advisor's Number of Managed Clients
510
Advisor's Number of Planning Clients
510
Assets Managed by Advisor
$510,000,000.00
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
500,000
Compensation Methods
Based on Assets
Additional Details on Charges
1.4% on first $500,000; 1.0% on next $500,000; 0.8% thereafter. Negotiable.
Minimum Fee Charged for Managed Accounts
0.8%
Minimum Fee Charged for Hourly Planning Accounts
N/A
Education
B.S. Economics - Economics
U.S. Naval Academy
07/01/1987 -05/30/1991
Disclosures
Additional Detailed Disclosures
https://altrius-capital.com/wp-content/uploads/2024/01/Global-Income-Fact-Sheet-Q4-2023.pdfDisclaimer
Altrius Wealth Advisors is a division of Altrius Capital Management, Inc. Altrius Capital Management, Inc. (Altrius) is a provider of privately managed portfolios and financial planning services for industry professionals and private clients. The information included in this website has been obtained from sources Altrius believes to be reliable; however, we do not guarantee its accuracy. All opinions and estimates included in these reports and website constitute the judgment as of the dates indicated and are subject to change without notice. This website is for informational purposes only. Past performance is not an indication of future gains. Altrius is a registered investment advisory firm. For program fees and descriptions, please request a copy of the firm's Form ADV Disclosure Brochure. PRIVACY POLICY This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS®) DISCLOSURE Altrius Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The firm is defined as Altrius Capital Management, Inc. (Altrius), a registered investment advisor with the Securities and Exchange Commission. Altrius was founded in 1997 and manages equity, fixed income and balanced portfolios for its clients. To receive additional information, including GIPS®-compliant performance information for our strategies and products, please use the contact us button. Registration as an investment adviser does not imply a certain level of skill or training.