{
  "crd_number": 121529,
  "slug": "altrius-capital-management-inc-novi-mi-121529",
  "primary_business_name": "ALTRIUS CAPITAL MANAGEMENT, INC.",
  "legal_name": "ALTRIUS CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Novi",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-05-27",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 716026961.0,
  "raum_discretionary": 697981796.0,
  "raum_non_discretionary": 18045165.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 159562.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 68318889.0,
      "count": 250
    },
    "investment_companies": {
      "raum": 14269158.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 16959980.0,
      "count": 12
    },
    "other_investment_advisers": {
      "raum": 396794.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 615922578.0,
      "count": 249
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://altrius-capital.com",
    "https://altrius.us",
    "https://altriuscapital.com",
    "https://altriusfunds.com",
    "https://altriuswealthadvisors.com",
    "https://linkedin.com/company/altrius-capital-management-inc-/mycompany/verification?viewAsMember=true",
    "https://youtube.com/user/altriuscapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121529",
  "city_as_filed": "NOVI",
  "url": "https://advisorcensus.com/firm/altrius-capital-management-inc-novi-mi-121529",
  "display_name": "Altrius Capital Management, Inc.",
  "summary": "Altrius Capital Management, Inc. is an SEC-registered investment advisory firm in Novi, MI, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Altrius Capital Management, Inc. (CRD 121529): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Altrius Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Altrius Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Altrius Capital Management, Inc. located?",
      "a": "Altrius Capital Management, Inc.'s principal office is in Novi, MI, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Altrius Capital Management, Inc. registered with the SEC or a state?",
      "a": "Altrius Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 121529."
    },
    {
      "q": "How much does Altrius Capital Management, Inc. manage?",
      "a": "Altrius Capital Management, Inc. reports $716,026,961 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (97% discretionary)."
    },
    {
      "q": "How have Altrius Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Altrius Capital Management, Inc.: Regulatory assets under management: $371,599,222 in the October 2021 data and $716,026,961 in the October 2026 data, up 93%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Altrius Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (249); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does Altrius Capital Management, Inc. use?",
      "a": "Altrius Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Altrius Capital Management, Inc. report any disciplinary disclosures?",
      "a": "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/121529"
    },
    {
      "q": "Does Altrius Capital Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"In general, we require a minimum of $500,000 in investible liquid assets to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Altrius Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $626,765,786 to $716,026,961 (+14%). Registered or notice-filed in NH. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 371599222.0,
      "total_employees": 10,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 446209822.0,
      "total_employees": 12,
      "filing_date": "2022-05-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 458546055.0,
      "total_employees": 13,
      "filing_date": "2023-07-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 586519159.0,
      "total_employees": 13,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 626765786.0,
      "total_employees": 13,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 716026961.0,
      "total_employees": 12,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $626,765,786 to $716,026,961 (+14%).",
        "Registered or notice-filed in NH.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $500,000 in investible liquid assets to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "In general, we require a minimum of $500,000 in investible liquid assets to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/altrius-capital-management-inc-novi-mi-121529.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 250,
      "fewer_than_5": false,
      "raum": 68318889.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 249,
      "fewer_than_5": false,
      "raum": 615922578.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 14269158.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 16959980.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 159562.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 396794.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121529",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}