$412.3M Total AUM
$355.3M Disc. AUM
-- 3Y CAGR
2 Employees
163 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2001
- Office Locations
- 1
Office Locations
100 Coxe Avenue Asheville NC
About Altamont Capital Management
Altamont Capital Management, LLC is an Asheville, NC registered investment adviser providing investment management for individuals, institutions, and qualified retirement plans. The firm pairs portfolio management and reporting with comprehensive financial planning and insurance guidance, built around each client’s goals with an emphasis on risk management. Custodied with Charles Schwab and runs on Tamarac.
Team overview
-- AVG AGE
$206.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
Available
Technology
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Owner & Executives
H
HARVEY WAYNE JENKINS
Certified Financial Planner
- CRD
- #4506332
- Ownership
- 25% but less than 50%
Available
Available
Available
D
DANIEL RUDELL MULLINIX
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,270,835 | $997,952 |
| Non-Discretionary | $57,018,385 | $1,839,303 |
| Total | $412,289,220 | $1,065,347 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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