Altrius Capital Management, Inc. is a large advisory firm based in New Bern. It manages $309.61 million of regulatory assets for 373 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Louisiana, and 9 other states.
Altrius Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, educational seminars and workshops, and general consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Altrius Capital Management, Inc. is $309.61 million. The firm's AUM has grown by 307% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Altrius Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Altrius Capital Management is high net worth individuals with 99 clients and $199.26 million of assets under management. Among the 7 most similar advisory firms, Altrius Capital Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $308.99 million for 371 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Altrius Capital Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Altrius Capital Management, Inc. performs its advisory services is located at 1323 Commerce Drive, New Bern, NC 28562 The mailing address of the firm is Po Box 12687, New Bern, NC 28561. An additional office of the firm is in Short Hills, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 252-638-7598 or by fax 252-635-6739. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at altrius-capital.com.