Altron Capital Management

RIASEC Registered
Total AUM
$733K
Discretionary
$733K
100% of AUM
Avg account
$147K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298443
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI92.65%
  • Individuals7.35%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Altron Capital Management is a small, individual-owned limited liability company that provides portfolio management services focused on individuals and small businesses. The firm charges a percentage-of-AUM fee schedule and also accepts performance-based fees, signaling a willingness to run incentive-aligned strategies and to work with vehicles that levy carry or incentive allocations. Investment activity is tilted toward liquid, exchange-traded equities as the primary vehicle for client exposure, but the firm also routes client capital into third-party alternative managers when it fits client objectives. Altron is not positioned as an ESG-focused adviser, and it reports no multi-state adviser status or pension consulting business. Investment preferences emphasize equities as the core allocation, with supplemental exposure to income-producing and credit-oriented instruments. The firm’s approach appears to blend direct equity or ETF positions for primary market exposure with selective allocations to external alternative managers—particularly hedge funds, real estate strategies, and private credit—when seeking diversification, yield or return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 13%, Derivatives 3%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents13%
  • Derivatives3%

Contacts

1 of 1
  • Scott Soohoo

    Managing MemberCRD 7004732

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth