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- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-15-2016
- Office Locations
- 3
Office Locations
About Altman Advisors
Altman Advisors is an independent RIA providing institutional-grade asset management and family office services for select high-net-worth families, with a first-year discovery and integrated planning process designed for multi-generational outcomes. The firm also offers next-generation education and philanthropic advisory to support legacy and foundation goals. Roots date to 1977; independent since 2016.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 18, 2026, reported AUM increased 13.0%, from $427.9M to $483.4M.
Across 5 reported observations, AUM increased 37.4% between November 9, 2022 and March 18, 2026, from $352.0M to $483.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 184 clients, or 26.3 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Altman Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMIN MARCUS ALTMAN
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4249622
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Ethan James Goff
--
- CRD
- #6166264
Philip Sherman Gordon
Advisor
- CRD
- #7660936
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $483,428,278 | $874,192 |
| Non-Discretionary | $0 | -- |
| Total | $483,428,278 | $874,192 |
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Separately Managed Accounts
SMA allocation detail is available
Altman Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Altman Advisors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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