Altruist Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 4, 2026, reports $358M in regulatory assets under management, 1 employee, and 30 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.0% of total clients.
Top client categories% of clientsClients
1
HNWI
90.0%
27
2
Corporations
6.7%
2
3
Charitable
3.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of March 4, 2026
Discretionary23.4%
$84M
23% of total RAUM23.4%
Non-discretionary76.6%
$274M
77% of total RAUM76.6%
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$358M
Total Accounts30
10Y AUM Change+$173M (+93.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* 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.