# Altamont Advisors LLC

> Altamont Advisors LLC is a state-registered investment advisory firm in Travelers Rest, SC, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 172417
- Filed as: ALTAMONT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Travelers Rest, SC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172417
- AdvisorCensus page: https://advisorcensus.com/firm/altamont-advisors-llc-travelers-rest-sc-172417

## Quick answers

**How is Altamont Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altamont Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Altamont Advisors LLC located?**
Altamont Advisors LLC's principal office is in Travelers Rest, SC, according to its Form ADV.

**Is Altamont Advisors LLC registered with the SEC or a state?**
Altamont Advisors LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172417.

**How much does Altamont Advisors LLC manage?**
Altamont Advisors LLC reports $46,000,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Altamont Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Altamont Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172417

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $46,000,000
- Discretionary: $46,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $19,000,000 |
| High net worth individuals | 12 | $16,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $11,000,000 |

### 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altamontadv.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altamont Advisors LLC (CRD 172417): Form ADV filing data as of October 2026.