Altitude Capital Management LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

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

Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated March 16, 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

$103,600,000 as of October 2026, filing dated October 1, 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

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses

Also doing business as

AJM FINANCIAL GROUP, ANDERSON FINANCIAL, LLC, BEACON RETIREMENT STRATEGIES, CAMPBELL ASSET MANAGEMENT, CONCIERGE FINANCIAL GROUP, FITZGERALD RETIREMENT STRATEGIES, FORTRESS RETIREMENT PLANNING, GEM TACTICAL WEALTH, GLADIUS WEALTH ADVISORS, GLASS WEALTH, GUIDENTS, MLG FINANCIAL SERVICES, NATOLI FINANCIAL PLANNING, PEAKS WEALTH ADVISORS, PNW RETIREMENT INCOME ADVISORS, SAGE FINANCIAL, SHILLING FINANCIAL, SJOLUND FINANCIAL SERVICES, TA FINANCIAL STRATEGY, THOMAS D. CLARK, THREE TREES RETIREMENT PARTNERS, TUTTLE INSURANCE & FINANCIAL SERVICES, VISION WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2024 (2 years)

Employees

Total: 28. Performing investment advisory functions: 26.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Altruist 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.

Other offices (Schedule D, Section 1.F)

27 other offices, as of the April 2026 filing

Anderson, SCAnn Arbor, MIAustin, TXCherry Hill, NJDayton, OHDes Moines, IAEagle, IDFriendswood, TXGreenville, SCHarrisburg, PAJohnson City, TNKing of Prussia, PALafayette, LALake Mary, FLLittle Rock, ARMesa, AZMinthill, NCNaples, FLNeptune, NJOrange, CAPortsmouth, NHRaleigh, NCSt. Charles, ILSt. Louis, MOTacoma, WAWest Palm Beach, FLYork, PA

States registered or notice-filed

27 states or jurisdictions

ARAZCADEFLGAIAIDILINLAMEMIMONCNJNVOHOKORPASCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None 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

Regulatory assets under management: $0 in the October 2024 data and $103,600,000 in the October 2026 data.

Total employees: 5 in October 2024 and 28 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.

1. April 2026
   • No longer lists the business name Ashmac Investments LLC.
   • Added the business name Vision Wealth Management.
   • Added the business name Gladius Wealth Advisors.
   • Added the business name MLG Financial Services.
   • Added the business name Peaks Wealth Advisors.
   • Added the business name Gem Tactical Wealth.
   • Added the business name AJM Financial Group.
   • Added the business name Shilling Financial.
   • Added the business name Thomas D. Clark.
   • Added the business name Guidents.
   • Added the business name Three Trees Retirement Partners.
   • Added the business name PNW Retirement Income Advisors.
   • Added the business name Fortress Retirement Planning.
   • Added the business name Beacon Retirement Strategies.
   • Added the business name Sjolund Financial Services.
   • Employees performing advisory functions went from 16 to 26.
   • Regulatory assets under management went from $49,400,000 to $103,600,000 (+110%).
   • Changed its office addresses in Cherry Hill, NJ.
   • Changed its office addresses in Eagle, ID.
   • Changed its office addresses in Greenville, SC.
   • Changed its office addresses in York, PA.
   • Added an office in Anderson, SC.
   • Added an office in Ann Arbor, MI.
   • Added an office in Austin, TX.
   • Added an office in Dayton, OH.
   • Added an office in Des Moines, IA.
   • Added an office in Friendswood, TX.
   • Added an office in Harrisburg, PA.
   • Added an office in King of Prussia, PA.
   • Added an office in Lafayette, LA.
   • Added an office in Lake Mary, FL.
   • Added an office in Little Rock, AR.
   • Added an office in Minthill, NC.
   • Added an office in Naples, FL.
   • Added an office in Neptune, NJ.
   • Added an office in Orange, CA.
   • Added an office in Portsmouth, NH.
   • Added an office in St. Louis, MO.
   • Added an office in West Palm Beach, FL.
   • No longer lists an office in Bastrop, TX.
   • No longer lists an office in Charlotte, NC.
   • No longer lists an office in Estero, FL.
   • No longer lists an office in Freeport, ME.
   • No longer lists an office in Houston, TX.
   • No longer lists an office in Norman, OK.
   • No longer lists an office in Palm Beach, FL.
   • No longer lists an office in Westminster, CA.
2. December 2025
   • Registered or notice-filed in ID, LA, OK.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.