Sherwood
Barbour

Altitude Capital Management LLC

CRD#4131036
Investment Advisor
in Raleigh, NC

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About this Advisor

Sherwood Barbour is a financial advisor based in Raleigh, North Carolina, working with Altitude Capital Management LLC. Sherwood has previously held positions at Horter Investment Management, Gradient Investments, LLC, Amerity Financial, Beacon Global Advisor Network, LLC, Time Off From Workforce, Altitude Capital Management LLC, Amerity Wealth Management, LLC, Al Barbour Agency, Premier Financial Services, and Premier Financial Services Of North Carolina, LLC. Sherwood has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Sherwood is part of Altitude Capital Management LLC, which operates out of Raleigh, North Carolina. The firm has 3 offices and 5 employees. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Altitude Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4208 Six Forks Road Suite 1000
Raleigh, NC 27609

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Altitude Capital Management LLC Brokerage Details

Total Number of Employees

5

NC Average: 166

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sherwood Barbour Work History

2024 - Present (0 year)

Altitude Capital Management LLC

2023 - 2023 (< 1 year)

Amerity Wealth Management, LLC

2022 - 2023 (1 year)

Amerity Financial

2022 - 2022 (< 1 year)

Beacon Global Advisor Network, LLC

2020 - 2022 (2 years)

Time Off From Workforce

2018 - 2020 (2 years)

Gradient Investments, LLC

2015 - 2016 (1 year)

Horter Investment Management

2015 - 2020 (5 years)

Premier Financial Services Of North Carolina, LLC

2014 - 2020 (6 years)

Premier Financial Services

2014 - 2014 (< 1 year)

Horter Investment Management

1995 - 2014 (19 years)

Al Barbour Agency

Disclosures

Please visit the SEC profile of Sherwood Barbour 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 Altitude Capital Management LLC

Matthew Anderson
Des Moines, IA
Bruce Macomber
Freeport, ME
John Perez
Houston, TX
Sherwood Barbour
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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