Altamont Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$317,864,144
Clients
148
Advisors
2
of 2 employees
About
Altamont Capital Management provides ongoing investment advisory and portfolio management services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other business entities. The firm also offers retirement plan services and may assist clients in procuring insurance and other financial products as part of its service offerings.
The firm’s investment approach emphasizes long-term asset allocation grounded in Modern Portfolio Theory and a belief in market efficiency, using diversified, passively managed, asset-class mutual funds and model portfolios. Altamont contracts with Savant Wealth Management for portfolio management, trade processing, institutional-class fund access, and reporting, and monitors client accounts on a regular basis with custodial statements provided to clients.
A distinguishing aspect of the firm is that all of its investment advisory representatives are CPAs affiliated with Gould Killian CPA Group, P.A., with those representatives spending the majority of their time providing accounting and tax services and a smaller portion of time on investment advisory activities, which can create closer coordination between tax/accounting and investment advice. The brochure also discloses that the firm may receive commissions for insurance or other financial product sales, and it manages roughly $412 million in client assets with a two-advisor team, a concentrated advisor-to-assets staffing profile compared with many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.90% $10,000,001+: 0.60%
Adviser may receive commissions for insurance products
Account minimum: $150,000 Minimum fee: Retirement Plan Services minimum annual fee: $3,000
Main office
100 Coxe Avenue
Asheville NC 28801
Advisors at this office
2
Most active in
North Carolina
Also doing business as
Altamont Capital Management · Altamont Capital Management, L.L.C. · Altamont Capital Management, 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Harvey J
Series 65
Asheville, NC
Altamont Capital Management
Harvey Jenkins is a financial advisor at Altamont Capital Management with nine years of industry experience. He holds a Series 65 designation and has worked at Altamont since 2001. In addition to his advisory role, Jenkins is extensively involved with Gould Killian CPA Group, P.A., a firm he has been part of since 1978 and where he spends the majority of his professional time. Altamont Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate entities. The firm focuses on long-term asset allocation strategies based on Modern Portfolio Theory and fundamental analysis, utilizing institutional-class mutual funds and offering comprehensive portfolio management and client reporting services.
Shon N
CFP®
Asheville, NC
Altamont Capital Management
Shon Norris is a CFP® professional with 16 years at Altamont Capital Management and over 26 years with Gould Killian CPA Group, PA. He has two years of industry experience in financial advising and operates out of Asheville, NC. Norris’s background includes a long-standing role at an accounting firm alongside his advisory work. Altamont Capital Management, LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate entities. The firm follows a long-term, asset-allocation strategy based on Modern Portfolio Theory and fundamental analysis, utilizing passively managed institutional-class mutual funds and providing comprehensive portfolio management and monitoring services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)