ALTRIUS CAPITAL MANAGEMENT, INC.

CRD 121529File 801-63153

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$716.0M

Above cohort median (national)

Discretionary AUM

$698.0M

Non-discretionary $18.0M

Clients

512

1,431 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: May 27, 2004
Principal office: 39555 ORCHARD HILL PL, SUITE 600, NOVI, MI, 48375
Phone: 252-638-7598
Website: HTTP://WWW.ALTRIUS-CAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $716.0M
Discretionary AUM: $698.0M
Non-discretionary AUM: $18.0M
Discretionary accounts: 1,376
Non-discretionary accounts: 55
Total accounts: 1,431
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$14.3M
Charitable organizations	Fewer than 5	$160K
Other investment advisers	Fewer than 5	$397K
High net worth individuals	249	$615.9M
Pension and profit sharing plans	12	$17.0M
Individuals (other than high net worth individuals)	250	$68.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.