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ALTRIUS CAPITAL MANAGEMENT, INC.

NOVI, MI · CRD 121529 · IAPD ↗ · altrius-capital.com · 252-638-7598

$716.0MRegulatory AUM
8Advisory reps
12Employees
2Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ALTRIUS CAPITAL MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
August 2025 — ALTRIUS CAPITAL MANAGEMENT, INC. moved its main office from GRAND RAPIDS, MI to NOVI, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — ALTRIUS CAPITAL MANAGEMENT, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — ALTRIUS CAPITAL MANAGEMENT, INC. moved its main office from NEW BERN, NC to GRAND RAPIDS, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — ALTRIUS CAPITAL MANAGEMENT, INC. shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2024 — ALTRIUS CAPITAL MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ALTRIUS CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($458.5M -> $586.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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