Altar Rock
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,740,522
Clients
26
Advisors
4
across 4 offices
About
Altar Rock primarily serves high‑net‑worth individuals, families, and trusts, providing discretionary portfolio management and financial planning as ongoing services. The firm also accepts standalone planning engagements and may advise on or manage assets held within insurance structures such as Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA), in addition to allocating to third‑party managers, private funds, and alternative investments.
The firm’s investment process blends qualitative and quantitative analysis overseen by an Investment Committee, with attention to asset allocation, tax‑aware portfolio construction, manager selection, and regular rebalancing; client portfolios are reviewed at least quarterly. Altar Rock uses proprietary planning and modeling tools through an affiliated entity (Path Matters LLC) and may implement strategies that include direct‑indexing, tax‑aware approaches, or manager strategies that employ leverage, shorting, or other tactical techniques when appropriate.
Noteworthy for a firm of its size, Altar Rock has an insurance affiliate (Altar Rock Insurance LLC) and supervised persons who are registered representatives of the broker‑dealer Simplicity Investments, which means the firm and its affiliates may receive insurance‑related or broker‑dealer compensation in connection with PPLI/PPVA and similar arrangements. The brochure discloses these compensation sources and related conflicts, notes the firm may offset advisory fees to address such compensation, and states that commissions do not constitute a majority of its revenue.
Client services
Expertise
Occupation focus
Fee options
Separate financial planning engagements may be charged as fixed fees, hourly fees, project-based fees, capped fees, or other agreed arrangements.
$0 - $5,000,000: 1.00% $5,000,001 - $30,000,000: 0.75% $30,000,001 - $150,000,000: 0.50% $150,000,001 - $500,000,000: 0.35% $500,000,001 - $1,000,000,000: 0.25% $1,000,000,001+: 0.20%
Fees for separate financial planning engagements may be hourly, fixed, capped, or project-based as agreed.
Main office
See officeNew York NY
Advisors at this office
1
Offices (4)
Most active in
California · Florida · Massachusetts · Michigan · New York
Also doing business as
Altar Rock · Altar Rock 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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:
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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.
Quick links
Advisors at this firm
Craig B
CFA®, Series 63
Bedford, MA
Altar Rock
Craig Blackwell is a CFA® charterholder with 10 years of industry experience. He is currently with Altar Rock in Bedford, MA, where he serves as Head of Research and Investment Adviser Representative. His prior experience includes 15 years at Fidelity Investments and roles at Compound Advisers, Inc. Blackwell is also a registered representative at The Leaders Group Inc. and assists with private placement life insurance and annuity activities at Altar Rock Insurance LLC. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm utilizes a combined qualitative and quantitative investment process, incorporates insurance structures such as Private Placement Life Insurance and Private Placement Variable Annuities, and employs tax-aware strategies and manager selection overseen by an Investment Committee.
John K
CFA®, Series 63, Series 66
Cohasset, MA
Altar Rock
John Kasameyer is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Altar Rock, having joined the firm in 2024 after prior roles at Cresset Capital Partners and Fidelity Investments. Altar Rock serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a blend of qualitative and quantitative analysis with a focus on tax-aware portfolio construction, manager selection, and utilizes proprietary planning tools and advanced investment techniques when appropriate.
Nicholas G
Series 63, Series 65
Fenton, MI
Altar Rock
Nicholas Goode is a financial advisor at Altar Rock with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Vantage Point Planning, and the Center For Wealth Planning Advisors. He is also the president of Renewable Woods LLC, a non-investment-related business. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combined qualitative and quantitative investment approach overseen by an Investment Committee, focusing on asset allocation, tax-aware construction, and manager selection, with regular portfolio reviews.
Andrew B
Series 63, Series 65, Series 66
New York, NY
Altar Rock
Andrew Barnes is a financial advisor at Altar Rock with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and AllianceBernstein L.P. Altar Rock serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm’s investment approach combines qualitative and quantitative analysis with tax-aware strategies and regular portfolio reviews.
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