Rita
Hendrick-Smith

Altrius Capital Management, Inc

CRD#4621478
Investment Advisor
in New Bern, NC

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About this Advisor

Rita Hendrick-Smith is a financial advisor based in New Bern, North Carolina with a total of 11 years of relevant experience. Hendrick-Smith works at Altrius Capital Management, Inc. They have been with Altrius Capital Management, Inc for their complete career. Hendrick-Smith maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Florida, New Jersey and North Carolina. Altrius Capital Management, Inc is a business that has its headquarters in New Bern, NC. The firm has offices in three locations and a total of 12 financial advisors. It oversees $445 million in assets between its 510 client accounts, placing it among the bigger firms in the country by assets under management. Of its 510 accounts, 33% belong to high-net-worth individuals who have greater than $1 million in investable assets. Altrius Capital Management, Inc has a broad array of services, including 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. Fees charged by financial advisors largely are based on the financial services. However, fees charged by Altrius Capital Management, Inc likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1323 Commerce Drive
New Bern, NC 28562

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Altrius Capital Management, Inc Brokerage Details

Total Assets Under Management

$444,483,138

NC Average: $3,625,019,099
Total Number of Employees

12

NC Average: 22
Total Number of Accounts

510

NC Average: 1,917
Average Account Size

$871,536

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Rita Hendrick-Smith Work History

Rita has been registered as a financial advisor for 11 years.*

2007 - Present (17 years)

Altrius Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rita Hendrick-Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Altrius Capital Management, Inc

Christopher Rolf
New Bern, NC
Gregory Kammerer
New Bern, NC
Maxwell Greenberg
Savannah, GA
Rita Hendrick-Smith
New Bern, NC
Andrea Russo
New Bern, NC
James Russo
New Bern, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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