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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 02-05-2018
- Office Locations
- 1
Office Locations
About Altiora Financial Group, LLC
Altiora Financial Group, LLC is an independent RIA focused on low-cost, tax-efficient portfolio management and asset allocation. The firm offers investment management alongside planning-oriented support such as tax and financial planning, and typically uses mutual funds and other pooled vehicles. A notable differentiator is a fixed-fee pricing model not tied to assets, and the firm notes limited capacity/availability. Custody includes Charles Schwab and Fidelity/NFS.
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Owner & Executives
DEREK ROGELL TINNIN
Chief Compliance Officer, Managing Member
- CRD
- #5394225
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $765,595,573 | $1,455,505 |
| Non-Discretionary | $216,094,065 | $2,960,193 |
| Total | $981,689,638 | $1,638,881 |
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Separately Managed Accounts
Total SMA Asset: $981,689,638
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,185,287,713 | 39.8% |
| Cash | $1,630,729,776 | 29.7% |
| U.S. Government/Agency | $1,674,655,156 | 30.5% |
| Total | $5,490,672,645 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY CATALYST | CAPITAL PIONEER | 9RCTT6Y7G | GBN | 8.60% | $35,713,282 |
| VECTOR HORIZON | HARBOR OPTIMA | OYJ3L96E3 | XBJZM | 2.16% | $113,781,595 |
| BEACON OAK | VITAL SIGNAL | OZAUG19ZQ | BTLW | 10.84% | $23,134,166 |
| PIONEER CREST | QUANTUM EMBER | BJ5R3UT2T | ZPJ | 5.16% | $5,977,335 |
| ATLAS SUMMIT | HARBOR FRONTIER | Q41A4YA43 | IAR | 5.17% | $119,010,975 |
| EMBER OAK | VALUE HORIZON | 0FILTK9G5 | IVTE | 6.33% | $13,251,941 |
| ATLAS MATRIX OAK | FUSION FUSION | M5P71AF72 | UERPW | 4.62% | $84,967,102 |
| FRONTIER ELEMENT OPTIMA | DELTA INSIGHT | KKWPBCSFR | ZVAZS | 5.21% | $65,895,344 |