Altrius Capital Management, Inc.

Altrius Capital Management, Inc. (CRD# 121529) is a financial advisory firm headquartered in New Bern, NC. They manage $586,519,159 in 505 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
1323 Commerce Drive, New Bern, NC 28562
http://www.altrius-capital.com
By the Numbers
  • Total Assets Under Management
    587
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $1,161,424
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MD, MI, NC, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Altrius Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Rita Hendrick-Smith, financial advisor New Bern NC
Rita A. Hendrick-Smith
CRD#: 4621478
1323 Commerce Drive, New Bern, NC 28562

Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 12 years of experience in the finance industry.

2
Christopher Rolf, financial advisor New Bern NC
Christopher C. Rolf
CRD#: 5359746
1323 Commerce Drive, New Bern, NC 28562

Christopher Rolf (CRD# 5359746) 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
James Russo, financial advisor New Bern NC
James M. Russo
CRD#: 2838922
1323 Commerce Drive, New Bern, NC 28562

James Russo (CRD# 2838922) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 27 years of experience in the finance industry.

4
Maxwell Greenberg, financial advisor Savannah GA
Maxwell T. Greenberg
CRD#: 7507775
Savannah, GA

Maxwell Greenberg (CRD# 7507775) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in Savannah, GA and has over 2 years of experience in the finance industry.

5
Harrison Little, financial advisor New Bern NC
Harrison H. Little
CRD#: 7708704
1323 Commerce Drive, New Bern, NC 28562

Harrison Little (CRD# 7708704) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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