Rita Hendrick-Smith
Altrius Capital Management · Ner Bern, North Carolina
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.
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Facts
| Firm | Altrius Capital Management |
|---|---|
| Based in | Ner Bern, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $716.0M across 1,431 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4621478 |
| Exams passed | Series 65 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.altrius-capital.com |
How Rita'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 Rita
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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