Altrius Capital Management, Inc.

Altrius Capital Management, Inc. (CRD# 121529) is a financial advisory firm headquartered in New Bern, NC. They manage $274,678,519 in 329 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $834,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Altrius Capital Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christopher C. Rolf
CRD#: 5359746
434 Fayetteville Street, Suite 2110, Raleigh, NC 27601
96
Wealthminder
score

Christopher Rolf (CRD# 5359746) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry.

2
Andrea L. Aitken
CRD#: 4608837
1323 Commerce Drive, New Bern, NC 28562
93
Wealthminder
score

Andrea Aitken (CRD# 4608837) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 15 years of experience in the finance industry.

3
Rita A. Hendrick-Smith
CRD#: 4621478
1323 Commerce Drive, New Bern, NC 28562
93
Wealthminder
score

Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 6 years of experience in the finance industry.

4
Tara L. Hughes
CRD#: 5917206
1323 Commerce Drive, New Bern, NC 28562
93
Wealthminder
score

Tara Hughes (CRD# 5917206) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 7 years of experience in the finance industry.

5
Massimo Paone
CRD#: 6113706
1323 Commerce Drive, New Bern, NC 28562
93
Wealthminder
score

Massimo Paone (CRD# 6113706) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 5 years of experience in the finance industry.

6
James M. Russo
CRD#: 2838922
1323 Commerce Drive, New Bern, NC 28562
93
Wealthminder
score

James Russo (CRD# 2838922) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 21 years of experience in the finance industry.

7
Christie L. Bonacci
CRD#: 6795263
1323 Commerce Drive, New Bern, NC 28562
87
Wealthminder
score

Christie Bonacci (CRD# 6795263) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has 1 year of experience in the finance industry.

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