AdvisorCensus / Financial advisors / North Carolina / Asheville / Altamont Capital Management
Altamont Capital Management
Filed as ALTAMONT CAPITAL MANAGEMENT · Legal name Altamont Capital Management, LLC.
Altamont Capital Management is an SEC-registered investment advisory firm in Asheville, NC, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.
Quick answers
From the filingHow is Altamont Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Altamont Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Altamont Capital Management located?
Altamont Capital Management's principal office is in Asheville, NC, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Altamont Capital Management registered with the SEC or a state?
Altamont Capital Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 118979.
How much does Altamont Capital Management manage?
Altamont Capital Management reports $412,289,220 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (86% discretionary).
How have Altamont Capital Management's assets and staff changed since 2021?
In the Form ADV data for Altamont Capital Management: Regulatory assets under management: $195,977,836 in the October 2021 data and $412,289,220 in the October 2026 data, up 110%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Altamont Capital Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (41); pension and profit sharing plans (but not the plan participants or government pension plans) (15).
Which custodians does Altamont Capital Management use?
Altamont Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Mid Atlantic Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Altamont Capital Management 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/118979
Does Altamont Capital Management state an account minimum?
Its Form ADV Part 2A brochure dated January 28, 2026 says: "In general, a minimum of $150,000 is required to open and maintain an advisory account. At our discretion, we may waive the minimum account size."
What changed in Altamont Capital Management's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $341,810,724 to $412,289,220 (+21%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $150,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, a minimum of $150,000 is required to open and maintain an advisory account. At our discretion, we may waive the minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated January 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$412,289,220 as of October 2026, filing dated January 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
Registration and firm details
Items 1, 2, 5- Legal name
- Altamont Capital Management, LLC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the February 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $412,289,220 | 2 | January 28, 2026 |
| October 2025 | $341,810,724 | 2 | March 5, 2025 |
| October 2024 | $272,161,835 | 2 | February 14, 2024 |
| October 2023 | $241,900,000 | 2 | March 15, 2023 |
| October 2022 | $235,368,426 | 2 | March 16, 2022 |
| October 2021 | $195,977,836 | 3 | March 23, 2021 |
Regulatory assets under management: $195,977,836 in the October 2021 data and $412,289,220 in the October 2026 data, up 110%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $341,810,724 to $412,289,220 (+21%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Altamont Capital Management (CRD 118979): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/altamont-capital-management-asheville-nc-118979