Altrius Capital Management, Inc
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Overview
Altrius Capital Management, Inc operates as a financial advisor firm that has its headquarters in New Bern, North Carolina. Altrius Capital Management, Inc controls $444.5 million in assets over 510 accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). Altrius Capital Management, Inc has a small group, including 9 financial advisors. Altrius Capital Management, Inc does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, options and equities.
Altrius Capital Management, Inc oversees more than half of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without needing client approval. Altrius Capital Management, Inc also has 40 non-discretionary accounts totaling $10.3 million in AUM. The investment advisory firm supervises about $871,536 for each account. The typical financial advisor at Altrius Capital Management, Inc oversees around 57 client accounts, making it about average in terms of personalization.
The firm's headquarters is at 1323 Commerce Drive, New Bern, North Carolina 28562. The firm is legally permitted to provide services to clients across 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Altrius Capital Management, Inc by the Numbers
$444.5 million
12
510
$871.5 thousand
Products and Services
Altrius Capital Management, Inc offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, educational seminars and other services. In the last financial year, the company provided financial planning services to 101-250 of its customers. It is not involved in selling products or offering services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which service is offered. Fee types billed by the firm may include any combination of the following fee types: asset-based or fixed. Altrius Capital Management, Inc does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of investors. Altrius Capital Management, Inc provides services to retail investors, high net worth investors, investment companies, pension plans and other investment advisers. Out of its 510 accounts, Altrius Capital Management, Inc's largest client is retail investors, although it also manages money for 174 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 33.53%
- Other Individuals - 62.81%
- Corporations - 3.66%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Altrius Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Altrius Capital Management, Inc
New Bern, NC
New Bern, NC
Savannah, GA
New Bern, NC
New Bern, NC
New Bern, NC
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