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ALTRIUS CAPITAL MANAGEMENT, INC.
CRD 121529File 801-63153
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$716.0M
Above cohort median (national)
Discretionary AUM
$698.0M
Non-discretionary $18.0M
Clients
512
1,431 accounts
Employees
12
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.US
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 491 | 512 | increased by21 |
| Apr 1, 2026 | AUM | $626,765,786 | $716,026,961 | increased by$89,261,175 |
| Apr 1, 2026 | Accounts | 1,342 | 1,431 | increased by89 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 434 | 491 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $446,209,822 | $626,765,786 | increased by$180,555,964 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 434 | 1,342 | increased by908 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 420 | 434 | increased by14 |
| Apr 1, 2022 | AUM | $371,599,222 | $446,209,822 | increased by$74,610,600 |
| Apr 1, 2022 | Accounts | 422 | 434 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTRIUS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTRIUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.