Inaltis Capital Management, LLC

Overview

Inaltis Capital Management, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients, as well as small businesses. The firm provides financial planning and discretionary portfolio management alongside hourly and fixed-fee engagements, signaling a mix of ongoing advisory relationships and project work. Investment activity demonstrates a clear equity preference: the firm places nearly all of its managed assets into exchange-traded equities, while maintaining targeted exposure to alternative asset classes through third‑party managers. Custody with Interactive Brokers and the heavy use of exchange-traded securities point to a model built around liquid, market‑priced instruments and direct market access. That setup supports active trading, efficient execution and the ability to implement multi-asset strategies across domestic and global listings. Inaltis is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices