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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 32
Office Locations
About Altitude Capital Management LLC
Altitude Capital Management is an SEC-registered RIA focused on retirement income and growth, pairing a “safe money” foundation with actively managed market participation. The team uses technical and statistical analysis, including sector/asset rotation and seasonal trends, to dial risk on/off (including holding cash) and tailor withdrawal strategies beyond a static 4% rule. Serves retirement-minded investors and delivers financial literacy workshops; supports custody via Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLES E JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
MITCHELL NOLAN WHITNEY
Managing Member, President
- CRD
- --
- Ownership
- 25% but less than 50%
Foundation foundation
Alpha meridian quantum
- CRD
- #47600
- Ownership
- 2.6%
Showing 2 of 3 owners & executives
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MATTHEW DAVID ANDERSON
President and CEO
- CRD
- #2174026
WILLIAM AVERKAMP
--
- CRD
- #8264475
Wave quantum
Summit vertex
- CRD
- #52989
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,600,000 | $212,295 |
| Non-Discretionary | $0 | -- |
| Total | $103,600,000 | $212,295 |
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Separately Managed Accounts
Total SMA Asset: $103,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,073,079,162 | 58.1% |
| Equity - Exchange | $1,158,355,140 | 21.9% |
| Cash | $1,057,858,576 | 20.0% |
| Total | $5,289,292,878 | 100.0% |