# Rita Hendrick-Smith

> Rita Hendrick-Smith is a fee-only financial advisor at Altrius Capital Management in Ner Bern, North Carolina. Altrius Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/rita-hendrick-smith/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Altrius Capital Management
- **Based in:** Ner Bern, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $716.0M across 1,431 accounts
- **CRD:** 4621478 (https://adviserinfo.sec.gov/individual/summary/4621478)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2012)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.altrius-capital.com

## Frequently asked questions

### Is Rita Hendrick-Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rita holds no broker registration, and Altrius Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rita charge for financial advice?

Rita's firm, Altrius Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Rita Hendrick-Smith based?

Rita Hendrick-Smith is based in Ner Bern, North Carolina.

### Is Rita Hendrick-Smith registered with the SEC?

Yes. Rita Hendrick-Smith is registered as an investment adviser representative in NC (CRD 4621478), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Rita Hendrick-Smith?

Through Rita's website, www.altrius-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4621478): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.