# Altamont Capital Management

> 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.

- CRD: 118979
- Filed as: ALTAMONT CAPITAL MANAGEMENT
- Legal name: Altamont Capital Management, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Asheville, NC
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118979
- AdvisorCensus page: https://advisorcensus.com/firm/altamont-capital-management-asheville-nc-118979

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Account minimum: $150,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Mid Atlantic Trust Company

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: $412,289,220
- Discretionary: $355,270,835
- Non-discretionary: $57,018,385

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $41,331,579 |
| High net worth individuals | 41 | $276,532,565 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $53,655,615 |
| Charitable organizations | Fewer than 5 | $39,969,604 |
| Corporations or other businesses not listed above | Fewer than 5 | $799,857 |

### 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: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Brevard, NC
- Hendersonville, NC

### Websites listed on Form ADV (Item 1.I)
- altamontcm.com
- LinkedIn @shon-norris-33456619

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $195,977,836 | 3 | March 23, 2021 |
| October 2022 | $235,368,426 | 2 | March 16, 2022 |
| October 2023 | $241,900,000 | 2 | March 15, 2023 |
| October 2024 | $272,161,835 | 2 | February 14, 2024 |
| October 2025 | $341,810,724 | 2 | March 5, 2025 |
| October 2026 | $412,289,220 | 2 | January 28, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $341,810,724 to $412,289,220 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altamont Capital Management (CRD 118979): Form ADV filing data as of October 2026.