AdFi
JB

James Bradford Heninger

Investment Adviser Representative at Altitude Capital Management LLC

Melbourne, FLCRD #2413634Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

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

James Bradford Heninger is an investment adviser representative with Altitude Capital Management LLC in Melbourne, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.

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:
Florida

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/30/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 1/10/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/11/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Altitude Capital Management LLCCurrent
6/8/2026 – Melbourne, FL

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. Altitude Capital Management, LLC
    Jun 2026 – no end date reportedDes Moines, IA
  2. Retirement Transition Solutions Group, LLC
    Jun 2026 – no end date reportedRockledge, FL
  3. Inbalance GOLF
    Oct 2019 – no end date reportedRockledge, FL
  4. Doordash / Spark
    Nov 2022 – Mar 2026Rockledge, FL
  5. Eagle Financial
    Jul 2025 – Oct 2025Rockledge, FL
  6. Direct Engery OPF Florida
    Oct 2024 – Jan 2025Rockledge, FL
  7. Preakness Valley GOLF Academy
    Apr 2024 – Oct 2024Wayne, NJ
  8. Smart Cremation
    Jun 2023 – Oct 2023Rockledge, FL
  9. Baker HILL GOLF CLUB
    Apr 2017 – Sep 2022Newbury, NH
  10. Riverwood GOLF CLUB
    Dec 2018 – May 2019Port Charlotte, FL
  11. UBER
    Sep 2016 – Jan 2018Citrus Heights, CA
  12. Rocklin GOLF Academy
    Oct 2013 – Oct 2019Citrus Heights, CA
  13. Liberty TAX Service
    Oct 2023 – Mar 2024Indian Harbour Beach, FL

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

Other advisors at Altitude Capital Management LLC

Showing 12 of 33 in the directory

View Altitude Capital Management LLC firm profile

Similar advisors in Melbourne, FL

Other advisors whose filed branch office is in the same city.

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. James Bradford Heninger 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
James Bradford Heninger (Altitude Capital Management)