Sherwood Allison Barbour Jr
Investment Adviser Representative at Altitude Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sherwood Allison Barbour is an investment adviser representative with Altitude Capital Management LLC in Raleigh, NC, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 6 firms, including Amerity Wealth Management, LLC and Beacon Global Advisor Network, LLC. 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 North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Premier Financial ServicesSep 2014 – Jul 2020Clayton, NC
- Premier Financial Services of North Carolina, LLCNov 2015 – Jul 2020Clayton, NC
- Gradient Investments, LLCFeb 2018 – Jul 2020Arden Hills, MN
- Amerity FinancialApr 2022 – Dec 2023Clayton, NC
- Beacon Global Advisor Network, LLCApr 2022 – Dec 2022Clayton, NC
- Time off from workforceAug 2020 – Mar 2022Clayton, NC
- Amerity Wealth Management, LLCJan 2023 – Dec 2023Stuart, FL
- Altitude Capital Management LLCJan 2024 – no end date reportedRaleigh, NC
Official records & sources
Data as of June 26, 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
Client types the firm serves
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sherwood Allison Barbour Jr 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.
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