Altitude Capital Management LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$212K

Accounts

488

Employees

28

Advisory reps

40

Firm details

Headquarters: Des Moines, Iowa
CRD number: 329366
Registered since: January 2, 2024
Website: altitudecm.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals78.38%
HNWI21.62%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Altitude Capital Management LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services tailored to individuals and small businesses. It offers a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed-fee engagements — rather than relying on commissions. Altitude is registered with the SEC as of 2024.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds61%
Exchange Traded Equities32%
Cash & Cash Equivalents7%

Owners & executives

3 of 4

Matthew Anderson
President and CEOCRD 2174026
Mitchell Leidner
Chief Financial OfficerCRD 2420094
Bruce Donaldson
President, Chief Executive OfficerCRD 5851175

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Contacts

3 of 36

Sherwood Barbour
Financial AdvisorCRD 4131036
Eric Schoonover
Investment Advisor RepresentativeCRD 6693182
Michael Groomes
Investment Advisor RepresentativeCRD 6761653

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Des Moines, IA

Polk

Location

Des Moines, IA

Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area: Des Moines-Ames-West Des Moines, IA
Region: Midwest
County: Polk
Address: 2015 Grand Ave
Time zone: CT (UTC-6)
Office locations

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