Alteris Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alteris Capital Partners serves individuals and high‑net‑worth clients as well as trusts, estates, charitable organizations, corporations and retirement plans, providing discretionary investment management alongside financial planning and standalone business consulting. The firm offers ongoing portfolio supervision and consulting services intended to align client goals, risk tolerance and liquidity needs.
The firm constructs customized portfolios using low‑cost mutual funds and ETFs and may supplement those with individual stocks, bonds, options and positions recommended through independent managers, applying fundamental, technical and cyclical analysis. Alteris generally takes a long‑term orientation but engages in rebalancing, tax‑aware sales and shorter‑term trading when warranted and maintains continuous client contact and oversight.
Distinctive features include a small, recently founded advisory team managing institutional‑scale assets and the firm’s explicit use of borrowing (margin) and derivatives — including options and leveraged/inverse ETFs — in separately managed accounts, a practice that is uncommon among peer supported firms. Alteris also offers business consulting services (e.g., financial modeling, valuations, exit planning) on a standalone basis and has advisory personnel licensed to sell insurance products, which can create additional conflicts of interest; the firm discloses these relationships in its policies.
Client services
Expertise
Occupation focus
Fee options
Financial planning services: $5,000 to $25,000 per engagement; Business consulting services: $25,000 to $100,000 per engagement.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.45%
Certain advisory persons earn separate insurance commissions for selling insurance products, in addition to advisory fees.
Main office
520 Post Oak Boulevard, Suite 450
Houston TX 77027
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas K
CFP®, Series 63, Series 66
Houston, TX
Alteris Capital Partners, LLC
Thomas Kennedy is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Alteris Capital Partners, LLC and has prior experience at Global Wealth Advisors, Commonwealth Financial Network, and Prudential Investment Management Services. Outside of his advisory role, he is co-owner of Business Financial Group Human Resource Management, an HR consulting and payroll services firm. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to individuals, trusts, estates, and institutional clients. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, with an investment process that incorporates fundamental, technical, and cyclical analysis.
Sierra E
Series 66
Houston, TX
Alteris Capital Partners, LLC
Sierra Elrod is a financial advisor at Alteris Capital Partners, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Global Wealth Advisors and Commonwealth Financial. Prior to her advisory career, she held roles at the University of Mary Hardin-Baylor and the University of St. Thomas. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to a range of clients including individuals, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and incorporates margin borrowings and derivatives within separately managed accounts.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")