Altrius Capital Management, Inc.
Altrius Capital Management, Inc. is an SEC-registered wealth manager in Novi, MI with $716.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Altrius Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121529, SEC 801-63153, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $716.0M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Novi, MI
- Employees
- 12
- Clients
- 511
- CRD
- 121529
- Ownership
- RUSSO, JAMES, MICHAEL; AITKEN, ANDREA, LEE; MILNE, RALPH, ANTHONY; BOYD, SHARON, FREDERIQA; CARDENAS, CLAUDIA
How much AUM does Altrius Capital Management, Inc. have?
Altrius Capital Management, Inc. reported $716.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Altrius Capital Management, Inc.?
Disclosed owners and executives of Altrius Capital Management, Inc. include RUSSO, JAMES, MICHAEL, AITKEN, ANDREA, LEE, MILNE, RALPH, ANTHONY, BOYD, SHARON, FREDERIQA, CARDENAS, CLAUDIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.