Altar Rock

RIASEC & State Registered

Total AUM

$159M

Discretionary

$159M

100% of AUM

Avg account

$1.4M

Accounts

111

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 326868
Registered since: November 18, 2025
Website: www.altarrockcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI97.18%
Individuals1.59%
Insurance Companies1.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Altar Rock is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both high-net-worth individuals and families as well as institutional clients, and describes itself as a capital allocator that blends portfolio management and financial planning with third-party manager selection. Its fee arrangements include percentage-of-AUM and fixed-fee work. In addition to advisory services, the firm’s business activities listed include acting as a registered representative of a broker‑dealer, an insurance broker, and a seller of other financial products, which indicates it distributes both brokerage and insurance solutions alongside discretionary management. Altar Rock is not identified as an active ESG investor, and it reports providing portfolio management for individuals, small businesses, and institutions.