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Altiora Financial Group, LLC

● SEC registered since 2018CRD 292008SEC# 801-112389
Export (members)
Reg. AUM
$981.7M
Employees
1
Accounts
599
Location

Altiora Financial Group, LLC assets under management

Altiora Financial Group, LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $981.7 million in regulatory assets under management and employs 1 people.

Altiora Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Derek Rogell Tinnin ControlCco/Managing MemberOver 75%2018

Frequently asked questions

How much does Altiora Financial Group, LLC manage?

Altiora Financial Group, LLC reports $981.7 million in regulatory assets under management on its Form ADV.

How many employees does Altiora Financial Group, LLC have?

Altiora Financial Group, LLC reports 1 employees.

Does Altiora Financial Group, LLC disclose fund performance?

Altiora Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone513-652-5776
Office hours9:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1986156
Discloses disciplinary historyNo

Regulatory AUM

$981.7M▲ 13%
Feb '25 — $870MMar '25 — $870MApr '25 — $870MMay '25 — $870MJun '25 — $870MJul '25 — $870MAug '25 — $870MSep '25 — $870MOct '25 — $870MNov '25 — $870MDec '25 — $870MJan '26 — $870MFeb '26 — $870MMar '26 — $981.7MApr '26 — $981.7MMay '26 — $981.7MJun '26 — $981.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$981.7Mregulatory AUM
Discretionary $765.6MNon-discretionary $216.1M