Altamont Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,000,000
Clients
82
Advisors
2
of 2 employees
About
Altamont Advisors LLC is a small advisory firm that serves individual investors and small businesses with comprehensive financial planning and ongoing investment supervisory services, including cash‑flow analysis, retirement and tax planning, estate planning, college funding, and investment consultation. The firm offers both hourly financial planning engagements and asset‑based portfolio management, billing advisory clients on a percentage‑of‑assets basis for discretionary services.
Investment approaches include a mix of active, core‑plus‑satellite, and passive strategies with an emphasis on asset allocation, diversification, periodic rebalancing, and regular account reviews; accounts are generally managed on a discretionary basis and may include individual securities, mutual funds, ETFs, or allocations to pre‑screened sub‑advisors. The firm recommends a preferred custodian for execution and custody and provides clients with periodic portfolio snapshots and performance reports while retaining client responsibility for reviewing custodian statements.
What distinguishes Altamont from many peers is that the firm’s principal also operates an independent insurance agency and is a licensed insurance agent, which allows the firm to offer annuities and other insurance products subject to advance disclosure of potential conflicts and with insurance activity described as limited to roughly 10% or less of business time. The firm also offers complimentary educational workshops for clients and prospects and leaves proxy‑voting decisions to clients rather than voting on their behalf.
Client services
Expertise
Occupation focus
Fee options
$0 - $99,999: 1.00% annually $100,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000+: 0.50% annually
$150 per hour billed in 15-minute increments for financial planning services.
Main office
Greenville SC
Advisors at this office
2
Most active in
South Carolina
Also doing business as
Altamont Advisors LLC · Nbrancati Financial · Nbrancati Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael B
Series 65
Greenville, SC
Altamont Advisors LLC
Michael Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding a Series 65 designation and no prior industry experience. Before joining Altamont Advisors, he worked at Marco Insurance Group for seven years and spent four years at Little Pig BBQ. Altamont Advisors LLC serves individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm uses a combination of active, core-plus-satellite, and passive investment strategies, focusing on asset allocation, diversification, and regular account reviews.
Niles B
Series 63, Series 65
Greenville, SC
Altamont Advisors LLC
Niles Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Altamont Advisors since 2014 and also serves as president and independent licensed insurance agent at Marco Insurance Group, where he offers insurance sales and services. Altamont Advisors LLC is a small advisory firm serving individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm utilizes a blend of active, core-plus-satellite, and passive investment strategies focused on asset allocation and diversification, and it also offers educational workshops and limited insurance products through the principal’s licensed agency.
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