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ALTRIUS CAPITAL MANAGEMENT, INC.

1323 Commerce Drive
New Bern, North Carolina 28562
Tel: 252-638-7598

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About ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC, formally registered with the SEC as ALTRIUS CAPITAL MANAGEMENT, INC. The firm was established in 05/27/2004. They have over 2 offices throughout the country.

ALTRIUS CAPITAL MANAGEMENT, INC. is a New Bern, North Carolina based Financial Planning firm with nearly $586,519,159 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121529
SEC#801-63153
Assets Managed by Firm$586,519,159
No. of Clients505
No. of Advisors13

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (GENERAL CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total505$586,519,159
Individuals (other than high net worth individuals)291$94,551,038
High net worth individuals199$467,218,963
Pension and profit sharing plans12$17,195,724
Charitable organizationsFewer than 5 clients$149,022
Other investment advisersFewer than 5 clients$384,671

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