Sierra Elrod
Alteris Capital Partners · Houston, Texas
Sierra Elrod is a fee-only financial advisor at Alteris Capital Partners in Houston, Texas. Alteris Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alteris Capital Partners |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $139.5M across 302 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6972831 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.alteriscp.com |
| Profile |
How Sierra's firm compares
- Alteris Capital Partners's average account is about $462,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Sierra
Is Sierra Elrod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sierra holds no broker registration, and Alteris Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sierra charge for financial advice?
Sierra's firm, Alteris Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sierra Elrod based?
Sierra Elrod is based in Houston, Texas.
Is Sierra Elrod registered with the SEC?
Yes. Sierra Elrod is registered as an investment adviser representative in TX (CRD 6972831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alteris Capital Partners manage?
Alteris Capital Partners reports $139.5M across 302 accounts in assets under management.
How do I contact Sierra Elrod?
Through Sierra's website, www.alteriscp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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