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ALTAMONT CAPITAL MANAGEMENT

ASHEVILLE, NC · CRD 118979 · IAPD ↗ · 828-236-0610

$412.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — ALTAMONT CAPITAL MANAGEMENT reported RAUM up 26% ($272.2M -> $341.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2024 — ALTAMONT CAPITAL MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.