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ALTRIUS CAPITAL MANAGEMENT, INC.
CRD 121529 · SEC 801-63153
39555 ORCHARD HILL PL, SUITE 600, NOVI, MI, 48375, United States
Phone
252-638-7598
Fax
252-635-6739
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$716.0M
Discretionary AUM
$698.0M
Team
12 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $68.3M |
| High net worth individuals | 249 | $615.9M |
| Investment companies | 1 | $14.3M |
| Pension/profit sharing plans | 12 | $17.0M |
States served
CA, GA, LA, MD, MI, NJ, NY, NC, PA, SC, TN, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD