# Altamira Financial Group, LLC

> Altamira Financial Group, LLC is an SEC-registered investment advisory firm in Santa Fe, NM, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 316907
- Filed as: ALTAMIRA FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Fe, NM
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316907
- AdvisorCensus page: https://advisorcensus.com/firm/altamira-financial-group-llc-santa-fe-nm-316907

## Quick answers

**How is Altamira Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altamira Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Altamira Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $200 an hour (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Altamira Financial Group, LLC located?**
Altamira Financial Group, LLC's principal office is in Santa Fe, NM, according to its Form ADV.

**Is Altamira Financial Group, LLC registered with the SEC or a state?**
Altamira Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 316907.

**How much does Altamira Financial Group, LLC manage?**
Altamira Financial Group, LLC reports $130,326,433 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Altamira Financial Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for Altamira Financial Group, LLC: Regulatory assets under management: $115,920,360 in the October 2025 data and $130,326,433 in the October 2026 data, up 12%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altamira Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (16).

**Which custodians does Altamira Financial Group, LLC use?**
Altamira Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Altamira Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316907

**Does Altamira Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We impose a $25,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."

**What changed in Altamira Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,920,360 to $130,326,433 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> We impose a $25,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.

- Hourly rate: $200 an hour (stand-alone financial planning services)

> The hourly rate used for this purpose is $200/hour. The hourly rate would be stated in your executed Financial Planning Agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $130,326,433
- Discretionary: $130,326,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $20,215,404 |
| High net worth individuals | 16 | $108,025,118 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,085,911 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $115,920,360 | 3 | June 13, 2025 |
| October 2026 | $130,326,433 | 3 | March 27, 2026 |

Regulatory assets under management: $115,920,360 in the October 2025 data and $130,326,433 in the October 2026 data, up 12%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,920,360 to $130,326,433 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altamira Financial Group, LLC (CRD 316907): Form ADV filing data as of October 2026.