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 an advisor whose office is in New Bern, North Carolina. Currently an investment advisor at Altrius Capital Management, Inc, they have accrued 13 years of professional experience in the financial advisory industry. Hendrick-Smith has a Series 65 license, certifying them as an investment advisor representative. Hendrick-Smith is able to act as a financial advisor in North Carolina. Hendrick-Smith has worked their whole career at Altrius Capital Management, Inc. Altrius Capital Management, Inc is headquartered in New Bern, North Carolina, and has two other offices throughout the nation. As a company, Altrius Capital Management, Inc manages $345 million in assets covering 402 client accounts and employs 10 staff members. The level of assets currently under the firm's management makes it one of the mid-sized financial advisory firms in the country. The firm manages 386 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 26% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Altrius Capital Management, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1323 Commerce Drive
New Bern, NC 28562

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Altrius Capital Management, Inc Brokerage Details

Total Assets Under Management

$344,649,975

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

10

NC Average: 22
Total Number of Accounts

402

NC Average: 1,917
Average Account Size

$857,338

NC Average: $1,890,985

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Investment Advisory Services

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

Rita Hendrick-Smith Work History

Rita has 13 years of experience.

2007 - Present (14 years)

Altrius Capital Management, Inc

Disclosures

Rita Hendrick-Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Altrius Capital Management, Inc

Robert D'Angelo
New Bern, NC
Gregory Kammerer
New Bern, NC
Christopher Rolf
Raleigh, NC
Rita Hendrick-Smith
New Bern, NC
Andrea Aitken
New Bern, NC
James Russo
New Bern, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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