Max Greenberg
Altrius Capital Management · Wake Forest, North Carolina
Max Greenberg is a fee-only financial advisor at Altrius Capital Management in Wake Forest, North Carolina, who holds the CFP credential. Altrius Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Altrius Capital Management |
|---|---|
| Based in | Wake Forest, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $716.0M across 1,431 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 7507775 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
How Max's firm compares
- Altrius Capital Management's average account is about $500,000, from its Form ADV (assets managed divided by 1,431 accounts).
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Questions about Max
Is Max Greenberg a fee-only financial advisor?
Yes. Max Greenberg is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Max's firm.
How does Max charge for financial advice?
Max's firm, Altrius Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Max Greenberg based?
Max Greenberg is based in Wake Forest, North Carolina.
What credentials does Max Greenberg hold?
Max Greenberg holds the CFP credential.
Is Max Greenberg registered with the SEC?
Yes. Max Greenberg is registered as an investment adviser representative in NC and TX (CRD 7507775), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Altrius Capital Management manage?
Altrius Capital Management reports $716.0M across 1,431 accounts in assets under management.
How do I contact Max Greenberg?
Contact details aren't on file yet. Search for Altrius Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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