← Directory
ALTIUS FINANCIAL, INC.
CRD 113268File 801-117124
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$212.2M
Below cohort median (national)
Discretionary AUM
$212.2M
Clients
153
557 accounts
Employees
3
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 31, 2019
- Principal office
- 1777 S. HARRISON STREET, SUITE 810, DENVER, CO, 80210
- Phone
- 303-584-9271
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.2M
- Discretionary AUM
- $212.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 557
- Non-discretionary accounts
- 0
- Total accounts
- 557
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.5M |
| High net worth individuals | 67 | $165.4M |
| Individuals (other than high net worth individuals) | 85 | $34.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.