Altior Capital
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 316734
- Registered since
- November 5, 2021
- Website
- www.altior.capital
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.61%
- Individuals15.15%
- Corporations / Businesses1.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Altior Capital is a Florida-based independent registered investment adviser organized as an LLC and owned by an individual principal. The firm manages portfolios on a fee‑for‑assets basis and provides portfolio management services for individuals, small businesses and institutional clients. Its stated activity centers on discretionary portfolio management rather than pension consulting, multi‑state advisory scale or ESG‑focused mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds28%
- Other23%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
1 of 1
Timothy Cross
Principal and Chief Executive OfficerCRD 6035775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 480 N Orlando Ave
- Time zone
- ET (UTC-5)
- Office locations
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