Altrius Capital Management, Inc.
● SEC registered since 2004CRD 121529SEC# 801-63153Novi, MI
Reg. AUM
$716M
Employees
12
Accounts
1,431
Location
Novi, MI
Altrius Capital Management, Inc. assets under management
Altrius Capital Management, Inc. is an investment advisory firm registered with the SEC based in Novi, MI. The firm has been registered since 2004. It reports $716 million in regulatory assets under management and employs 12 people.
Altrius Capital Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brady Gingrich | Portfolio Manager | Under 5% | 2025 |
| Claudia Cardenas | Chief Operations Officer | Under 5% | 2025 |
| James Michael Russo Control | President, Ceo, And Chief Compliance Officer | Over 75% | 1997 |
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Join to unlock · $37/moFrequently asked questions
How much does Altrius Capital Management, Inc. manage?
Altrius Capital Management, Inc. reports $716 million in regulatory assets under management on its Form ADV.
How many employees does Altrius Capital Management, Inc. have?
Altrius Capital Management, Inc. reports 12 employees.
Where is Altrius Capital Management, Inc. located?
Altrius Capital Management, Inc. is based in Novi, MI and has been SEC-registered since 2004.
Does Altrius Capital Management, Inc. disclose fund performance?
Altrius Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 39555 Orchard Hill Pl, Suite 600, Novi, MI 48375 |
| Phone | 252-638-7598 |
| Fax | 252-635-6739 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1940646 |
| Discloses disciplinary history | No |
Regulatory AUM
$716M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$716Mregulatory AUM
Discretionary $698MNon-discretionary $18M