ALTRIUS CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2004
Total AUM
$716M
Discretionary
$698M
97% of AUM
Avg account
$500K
Accounts
1,431
Employees
12
Advisory reps
8

Firm details

Headquarters
NOVI, Michigan
CRD number
121529
Registered since
May 27, 2004
Website
altrius-capital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI86.02%
  • Individuals9.54%
  • Pension & Profit Sharing Plans2.37%
  • Investment Companies1.99%
  • Other Investment Advisers0.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Altrius Capital Management, Inc. is an independent registered investment advisor that has been SEC-registered since 2004 and is privately owned. The firm serves both individual and family clients as well as institutional accounts and charges advisory fees based on a percentage of assets under management. Its advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and client education through seminars and workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Non-Investment Grade Corp Bonds 25%, US Government Bonds 8%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%64%
  • Exchange Traded Equities64%
  • Non-Investment Grade Corp Bonds25%
  • US Government Bonds8%
  • State & Local Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 3

  • Andrea Russo

    Chief Operating OfficerCRD 4608837

  • SHARON BOYD

    Chief Technology OfficerCRD 8051097

  • CLAUDIA CARDENAS

    Chief Operations OfficerCRD 8051483

Contacts

3 of 5

  • BRADY GINGRICH

    Portfolio ManagerCRD 7397493

  • JAMES RUSSO

    FounderCRD 2838922

  • CHRISTOPHER ROLF

    Investment Advisor RepresentativeCRD 5359746

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 19

Active vs passive

$20.9M in ETFs

Passive

58%

$12.2M

Active

32%

$8.7M

ETFProviderStyleCategoryValueShares% of portfolio
ALTRIUS GLOBAL DIVIDEND ETF (DIVD)ActiveGlobal Large Stock Value$6.8M164,68432.35%
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Location

Primary office

NOVI, MI

OAKLAND

Location

NOVI, MI

Headquartered in NOVI, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
39555 Orchard Hill Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth