ALTRIUS CAPITAL MANAGEMENT, INC.
SEC RegisteredOur Benchmark Is The Long-Term Success Of Our Clients
About the firm
Altrius Capital Management is an independent, fee-only advisory firm serving private clients, financial advisors, and institutions. The firm reports over 400 families and institutions as clients and a 98%+ client retention rate over its 29 years in business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent fee-only investment advisory services with 24/7 account access
Who they serve
Private clients, financial advisors, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 250 | $68M |
| High Net Worth Individuals | 249 | $616M |
| Charitable Organizations | 12 | $17M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTRIUS CAPITAL MANAGEMENT, INC. 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 the SEC or FINRA websites before making any decision.