Altrius Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Novi, MI. Its latest Form ADV filing, dated March 6, 2026, reports $716M in regulatory assets under management, 12 employees, 1 office, and 1,431 accounts.
Assets Under Management
$716M
Employees
12
Offices
1 office
Total Clients
512
Primary office
NOVI, MI
39555 ORCHARD HILL PL, SUITE 600, NOVI, MI, United States
Top client segmentIndividuals represent 48.8% of total clients.
Top client categories% of clientsClients
1
Individuals
48.8%
250
2
HNWI
48.6%
249
3
Pension Plans
2.3%
12
4
Investment Cos.
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$716Mas of March 6, 2026
Discretionary97.5%
$698M
97% of total RAUM97.5%
Non-discretionary2.5%
$18M
3% of total RAUM2.5%
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$716M
Total Accounts1,431
10Y AUM Change+$441M (+160.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee43:1
10Y Employee Change+4 (+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.