ASHEVILLE, NCCRD 118979Latest ADV January 28, 2026
Altamont Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Asheville, NC. Its latest Form ADV filing, dated January 28, 2026, reports $412M in regulatory assets under management, 2 employees, 2 offices, and 387 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
107
2
HNWI
25.2%
41
3
Pension Plans
9.2%
15
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$412Mas of January 28, 2026
Discretionary86.2%
$355M
86% of total RAUM86.2%
Non-discretionary13.8%
$57M
14% of total RAUM13.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$412M
Total Accounts387
10Y AUM Change+$301M (+270.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee82:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.