# Altrius Capital Management, Inc. > 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. - CRD: 121529 - Filed as: ALTRIUS CAPITAL MANAGEMENT, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Novi, MI - Filing period: October 2026 - Form ADV filing dated: March 6, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121529 - AdvisorCensus page: https://advisorcensus.com/firm/altrius-capital-management-inc-novi-mi-121529 ## Quick answers **How is Altrius Capital Management, Inc. compensated?** On its Form ADV (Item 5.E, October 2026), Altrius Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management. **Where is Altrius Capital Management, Inc. located?** 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). **Is Altrius Capital Management, Inc. registered with the SEC or a state?** Altrius Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 121529. **How much does Altrius Capital Management, Inc. manage?** Altrius Capital Management, Inc. reports $716,026,961 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (97% discretionary). **How have Altrius Capital Management, Inc.'s assets and staff changed since 2021?** 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. **What types of clients does Altrius Capital Management, Inc. serve?** 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). **Which custodians does Altrius Capital Management, Inc. use?** 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. **Does Altrius Capital Management, Inc. 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/121529 **Does Altrius Capital Management, Inc. state an account minimum?** 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." **What changed in Altrius Capital Management, Inc.'s recent Form ADV filings?** 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). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026) - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > 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. 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 & Co., Inc. 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: $716,026,961 - Discretionary: $697,981,796 - Non-discretionary: $18,045,165 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 250 | $68,318,889 | | High net worth individuals | 249 | $615,922,578 | | Investment companies | 1 | $14,269,158 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $16,959,980 | | Charitable organizations | Fewer than 5 | $159,562 | | Other investment advisers | Fewer than 5 | $396,794 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 2004 (22 years) - Employees: 12 total, 8 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL, GA, LA, MD, MI, MO, NC, NH, NJ, NY, PA, SC, TN, TX, VA - 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 - Wake Forest, NC ### Websites listed on Form ADV (Item 1.I) - altrius-capital.com - altrius.us - altriuscapital.com - altriusfunds.com - altriuswealthadvisors.com - LinkedIn @altrius-capital-management-inc- - YouTube @altriuscapital ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $371,599,222 | 10 | March 9, 2021 | | October 2022 | $446,209,822 | 12 | May 4, 2022 | | October 2023 | $458,546,055 | 13 | July 5, 2023 | | October 2024 | $586,519,159 | 13 | March 26, 2024 | | October 2025 | $626,765,786 | 13 | July 21, 2025 | | October 2026 | $716,026,961 | 12 | March 6, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - 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). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altrius Capital Management, Inc. (CRD 121529): Form ADV filing data as of October 2026.