ALTIOR CAPITAL
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 316734
- Registered since
- November 5, 2021
- Website
- www.altior.capital
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.61%
- Individuals15.15%
- Corporations / Businesses1.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Altior Capital LLC is an SEC-registered RIA that began reporting in 2021 and operates primarily as a fee-based advisor charging a percentage of assets under management. The firm serves both individual and family clients as well as institutional accounts, with a stated advisory focus on portfolio management for individuals and small businesses. Altior is organized as a limited liability company and is owned by an individual proprietor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds28%
- Other23%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
1 of 1TIMOTHY CROSS
Chief Executive OfficerCRD 6035775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTER PARK, FL
ORANGE
Location
WINTER PARK, FL
Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 480 N Orlando Ave
- Time zone
- ET (UTC-5)
- Office locations
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