ALTAMONT CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2016

Total AUM

$412M

Discretionary

$355M

86% of AUM

Avg account

$1.1M

Accounts

387

Employees

Advisory reps

Firm details

Headquarters: ASHEVILLE, North Carolina
CRD number: 118979
Registered since: April 1, 2016
Website: www.altamontcm.com
Custodians: CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI67.07%
Pension & Profit Sharing Plans13.01%
Individuals10.02%
Charitable Organizations9.69%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Altamont Capital Management is an independent registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm runs discretionary portfolio management as its primary activity while also offering financial planning, pension consulting and the selection of outside advisers. Its business model mixes traditional advisory fees based on assets under management with hourly consulting charges, and it also functions as an intermediary for other financial products. Investment behavior is centered on pooled public vehicles rather than heavy direct-stock trading. The firm is marked as a capital allocator, which indicates it sources manager talent and third-party funds to build client portfolios rather than relying solely on in-house proprietary strategies. Altamont is not positioned as an ESG-focused investor and is not registered as a multistate adviser.