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Altior Capital

Altior Capital. CRD 316734

Altior Capital logo

CRD: 316734

Altior Capital

$45.6M Total AUM
$45.6M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
12-06-2021
Office Locations
1

Office Locations

9100 Conroy Windermere Road Windermere FL

About Altior Capital

Altior Capital is a Florida-based advisory firm serving individuals and families across generations with financial planning and portfolio management. The firm develops and monitors tailored, risk-aware strategies to help clients build wealth, protect family, and preserve assets, often using allocations that include ETFs and fixed income. Custody is reported with Interactive Brokers. Named a 2026 Expertise.com Best Financial Advisor in Orlando.

Team overview

51 AVG AGE
$45.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

TIMOTHY CROSS

TIMOTHY CROSS

Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member

CRD
#6035775
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2022
Category Assets AVG. Account size
Discretionary $45,617,642 $546,667
Non-Discretionary $0 --
Total $45,617,642 $546,667

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Other:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Other Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

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