Firm
Altrius Capital Management
Wake Forest, North Carolina
Fee-only
Altrius Capital Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 12 employees and 499 individual clients, 249 of them high net worth.
- Its average account is about $500,000 (assets it manages divided by its 1,431 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Wake Forest, North Carolina |
|---|---|
| [email protected] | |
| Phone | (919) 746-7977 |
Altrius Capital Management fees
Altrius Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $716 million |
| Individual clients | 250 |
| High-net-worth clients | 249 |
| Accounts managed | 1,431 |
| Employees | 12 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-63153) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 121529 |