Investment adviser · CRD 121529
ALTRIUS CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
NOVI, MI, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $716M Form ADV · Item 5.F
- Client accounts
- 1,431 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 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 | 249 | $615,922,578 | 86.0% |
| Individuals | 250 | $68,318,889 | 9.5% |
| Retirement plans | 12 | $16,959,980 | 2.4% |
| Investment companies | 1 | $14,269,158 | 2.0% |
| Other investment advisers | Fewer than 5 | $396,794 | 0.1% |
| Charities | Fewer than 5 | $159,562 | 0.0% |
Filing source
Form ADV 2043475 · Mar 6, 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: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
39555 ORCHARD HILL PL, SUITE 600NOVI, MI, 48375, United States
CRD 121529
Filing source
Form ADV 2043475 · Mar 6, 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.