$716.0M Total AUM
$698.0M Disc. AUM
15.2% 3Y CAGR
12 Employees
514 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- EagleBridge frontier +more
- Established Date
- 08-22-2002
- Office Locations
- 5
Office Locations
39555 Orchard Hill PL Suite 600 Novi MI
525 S. White Street Wake Forest NC
-- NER Bern NC
About Altrius Capital Management, Inc.
Altrius Capital Management, Inc. is a Novi-based RIA with 5 offices. The firm has been operating for 23 years. Managing $716.0M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
33 AVG AGE
$89.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.3 yrs AVG TENURE
12 Employees
8 Advisory Reps
5 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
North element Horizon vector Atlas alpha
CRM
North
Custodian
Frontier Peak
Investment Themes
Horizon
Investment Vehicles
Catalyst delta Meridian catalyst
Platform
Alpha eagle
Services
Peak Beacon Frontier eagle Beacon Wave catalyst Fusion harbor Quantum Eagle
Technology
Summit zenith Horizon timber Foundation harbor Wave
Owner & Executives
JAMES MICHAEL RUSSO
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager, President
- CRD
- #2838922
- Ownership
- 75% or more
(201) 362-1648
legacy.legacy@crestcapital.com
in linkedin.com/in/meridian-capital
S
SHARON FREDERIQA BOYD
Mortgage Consultant
- CRD
- --
- Ownership
- Less than 5%
(475) 308-9222
beacon.zenith@horizoncapital.com
in linkedin.com/in/summit-vertex
R
Ridge vital
Quantum vertex capital
- CRD
- #11618
- Ownership
- 13.9%
(763) 396-2809
eagle.ridge@deltacapital.com
in linkedin.com/in/element-alpha
Showing 2 of 4 owners & executives
Unlock allContacts
Maxwell T. Greenberg
--
- CRD
- #7507775
(681) 931-3942
crest.insight@vertexcapital.com
in linkedin.com/in/optima-frontier
RITA ANN HENDRICK-SMITH
Director
- CRD
- #4621478
(788) 557-9187
timber.prime@optimacapital.com
in linkedin.com/in/oak-meridian
C
Catalyst peak
Glacier alpha timber
- CRD
- #15104
(790) 249-6841
catalyst.glacier@ridgecapital.com
in linkedin.com/in/timber-delta
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $697,981,796 | $507,254 |
| Non-Discretionary | $18,045,165 | $328,094 |
| Total | $716,026,961 | $500,368 |
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Separately Managed Accounts
Total SMA Asset: $701,757,803
Equity - Exchange:
21.6% Corporate - Non-Investment Grade:
15.2% U.S. Government/Agency:
7.3% Cash:
16.8% Corporate - Investment Grade:
17.8% Public Funds:
4.5% Municipal Bonds:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,478,503,016 | 21.6% |
| Corporate - Non-Investment Grade | $1,040,428,048 | 15.2% |
| U.S. Government/Agency | $499,679,260 | 7.3% |
| Cash | $1,149,946,790 | 16.8% |
| Corporate - Investment Grade | $1,218,396,004 | 17.8% |
| Public Funds | $308,021,462 | 4.5% |
| Municipal Bonds | $1,149,946,789 | 16.8% |
| Total | $6,844,921,369 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT DELTA | EMBER EAGLE | M6VOVFQGF | XNHHX | 5.45% | $64,292,152 |
| FOCUS SIGNAL VITAL | OAK HARBOR | 5K3DKC9VY | QWCH | 8.43% | $114,378,214 |
| RADIAL PATHWAY TIMBER | CATALYST PIONEER | V7B5NQPB4 | UYCQT | 10.56% | $35,494,870 |
| PEAK ATLAS FOUNDATION | CAPITAL SIGNAL | 5ZKWCDCNP | PJRA | 8.95% | $116,075,432 |
| UNISON RADIAL EAGLE | HORIZON FUSION | 47MH51MBC | VGK | 0.67% | $73,678,446 |
| OAK ATLAS PEAK | PATHWAY ZENITH | VQM0KEVF5 | EPABH | 2.42% | $56,363,698 |
| WAVE HORIZON | ZENITH VECTOR | NP1SGBLVB | IMD | 5.23% | $104,058,044 |
| SUMMIT PATHWAY FUSION | OAK CATALYST | D93XG57OW | KVAG | 9.74% | $114,076,675 |