Investment adviser · CRD 118979
ALTAMONT CAPITAL MANAGEMENT
Investment adviser filing (IA)
ALTAMONT CAPITAL MANAGEMENT, LLC.
ASHEVILLE, NC, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $412M Form ADV · Item 5.F
- Client accounts
- 387 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 41 | $276,532,565 | 67.1% |
| Retirement plans | 15 | $53,655,615 | 13.0% |
| Individuals | 107 | $41,331,579 | 10.0% |
| Charities | Fewer than 5 | $39,969,604 | 9.7% |
| Corporations & businesses | Fewer than 5 | $799,857 | 0.2% |
Filing source
Form ADV 2045263 · Jan 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
100 COXE AVENUEASHEVILLE, NC, 28801, United States
CRD 118979
Filing source
Form ADV 2045263 · Jan 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.