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Eric N Schoonover

Investment Adviser Representative at Altitude Capital Management LLC

Indio, CACRD #6693182Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric N. Schoonover is an investment adviser representative with Altitude Capital Management LLC in Indio, CA, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 6 firms, including Secure Investment Management, LLC and Liberty Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/19/2018
SIE
Securities Industry Essentials Examination
Passed 8/27/2018
Series 7
General Securities Representative Examination
Passed 11/1/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Altitude Capital Management LLCCurrent
6/24/2026 – Indio, CA
Secure Investment Management, LLC
6/11/2025 – 12/8/2025Indio, CA
Liberty Wealth Management, LLC
9/30/2024 – 2/20/2025Palm Desert, CA
J.p. Morgan Securities LLC
4/22/2022 – 9/28/2024Rancho Mirage, CA
Valic Financial Advisors, Inc.
10/30/2018 – 9/29/2021Orange, CA
Edward Jones
1/22/2018 – 8/27/2018Indio, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Aug 2017 – Aug 2018St Louis, MO
  2. New York Life
    Aug 2016 – Jul 2017Riverside, CA
  3. Unemployed
    Sep 2018 – Oct 2018Indio, CA
  4. AIG Retirement Services (Formerly Valic)
    Oct 2018 – Sep 2021Orange, CA
  5. J.P. Morgan Securities, LLC
    Oct 2021 – Sep 2024Rancho Mirage, CA
  6. JPMorgan Chase Bank, N.A.
    Oct 2021 – Sep 2024Rancho Mirage, CA
  7. Liberty Wealth Management, LLC
    Sep 2024 – Feb 2025Oakland, CA
  8. Secure Investment Management
    Mar 2025 – Jun 2026Indio, CA
  9. Altitude Capital Management LLC
    Jun 2026 – no end date reportedDes Moines, IA
  10. Schooner Wealth Management Inc.
    Jan 2025 – no end date reportedIndio, CA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Altitude Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Tailored safe money strategies, dynamic market participation through active portfolio management, customized income withdrawal strategies, growth-oriented asset allocation with market timing, and personalized active investment management

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement Income PlanningTactical Asset ManagementSafe Money StrategiesDynamic Market ParticipationPortfolio CustomizationSector And Asset RotationTechnical AnalysisActive ManagementWithdrawal Strategy Planning

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
33
Offices listed on AdvisorFinder:
7
Main office:
Des Moines, IA
SEC file number:
801-129287

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric N Schoonover has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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