# Altitude Capital Management LLC

> Altitude Capital Management LLC is an SEC-registered investment advisory firm in Des Moines, IA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 329366
- Filed as: ALTITUDE CAPITAL MANAGEMENT LLC
- 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)
- Location: Des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329366
- AdvisorCensus page: https://advisorcensus.com/firm/altitude-capital-management-llc-des-moines-ia-329366

## Quick answers

**How is Altitude Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altitude Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Altitude Capital Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Altitude Capital Management LLC located?**
Altitude Capital Management LLC's principal office is in Des Moines, IA, according to its Form ADV; the April 2026 filing also lists 27 other offices (Schedule D, Section 1.F).

**Is Altitude Capital Management LLC registered with the SEC or a state?**
Altitude Capital Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329366.

**How much does Altitude Capital Management LLC manage?**
Altitude Capital Management LLC reports $103,600,000 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Altitude Capital Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Altitude Capital Management LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altitude Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (360); high net worth individuals (128).

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

**Does Altitude Capital Management 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/329366

**Does Altitude Capital Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Altitude Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

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

> Annual fees are a maximum of 2.0%.

> Asset Management – Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided.

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

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

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $103,600,000
- Discretionary: $103,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 360 | $81,200,000 |
| High net worth individuals | 128 | $22,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 28 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, DE, FL, GA, IA, ID, IL, IN, LA, ME, MI, MO, NC, NJ, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Anderson, SC
- Ann Arbor, MI
- Austin, TX
- Cherry Hill, NJ
- Dayton, OH
- Des Moines, IA
- Eagle, ID
- Friendswood, TX
- Greenville, SC
- Harrisburg, PA
- Johnson City, TN
- King of Prussia, PA
- Lafayette, LA
- Lake Mary, FL
- Little Rock, AR
- Mesa, AZ
- Minthill, NC
- Naples, FL
- Neptune, NJ
- Orange, CA
- Portsmouth, NH
- Raleigh, NC
- St. Charles, IL
- St. Louis, MO
- Tacoma, WA
- West Palm Beach, FL
- York, PA

### Websites listed on Form ADV (Item 1.I)
- 3treesrp.com
- af-financials.com
- ajmfinancialgroup.com
- altitudecm.com
- beaconretirementstrategies.com
- camasset.com
- conciergefg.com
- fortressretirementplanning.com
- frsadvisory.com
- gemtacticalwealth.com
- gladiuswealth.com
- glasswealth.org
- guidents.com
- mlgfinancialservices.com
- peaksadvisors.com
- pnw-ria.com
- sage.financial
- sfsadvisor.org
- shillingfinancial.com
- snpfinancialadvisors.com
- thomasclarkadvisor.com
- tuttgrp.com
- vwminc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 5 | May 6, 2024 |
| October 2025 | $49,400,000 | 17 | July 21, 2025 |
| October 2026 | $103,600,000 | 28 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### December 2025
- Registered or notice-filed in ID, LA, OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altitude Capital Management LLC (CRD 329366): Form ADV filing data as of October 2026.