Shon Norris
Altamont Capital Management · Asheville, North Carolina
Shon Norris is a fee-only financial advisor at Altamont Capital Management in Asheville, North Carolina, who holds the CFP credential. Altamont Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Shon →
Facts
| Firm | Altamont Capital Management |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $412.3M across 387 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5865516 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.altamontcm.com |
How Shon's firm compares
- Altamont Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 387 accounts).
Request an introduction to Shon
Tell Shon a little about what you're looking for. Shon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shon
Is Shon Norris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shon holds no broker registration, and Altamont Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shon charge for financial advice?
Shon's firm, Altamont Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Shon Norris based?
Shon Norris is based in Asheville, North Carolina.
What credentials does Shon Norris hold?
Shon Norris holds the CFP credential.
Is Shon Norris registered with the SEC?
Yes. Shon Norris is registered as an investment adviser representative in NC (CRD 5865516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altamont Capital Management manage?
Altamont Capital Management reports $412.3M across 387 accounts in assets under management.
How do I contact Shon Norris?
Through Shon's website, www.altamontcm.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.
See something wrong? Request a correction. Read our methodology.