Altitude Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth individuals. The firm operates managed account programs and reports $103.6 million in discretionary assets under management while stating it does not impose a firm minimum account size.
ACM tailors strategies to client objectives, time horizon, and risk tolerance and deploys a mix of approaches that include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Managed accounts are implemented through its investment advisory representatives, reviewed at least quarterly by the firm’s designated reviewer, and the firm recommends custody relationships with Charles Schwab and Altruist.
Noteworthy aspects of the firm include its recent establishment as an SEC‑registered adviser in January 2024 and its multi‑team structure of 26 advisors operating across 28 offices while managing a comparatively modest AUM for that advisor count. The brochure also discloses use of third‑party service providers with artificial intelligence components and that some representatives are licensed to sell commissionable insurance products (up to 30% of their time), items the firm identifies as potential conflicts to be managed.
Client services
Expertise
Fee options
Fixed fees from $500 to $2,500 per project
$200 - $500 per hour, negotiable
Fee-only: Hourly fees range from $200 - $500 per hour; fixed fees range from $500 to $2,500 per project
Main office
See office2015 Grand Avenue, Suite 100
Des Moines IA 50312
Advisors at this office
2
Offices (32)
Des Moines, IA
2015 Grand Avenue Suite 100, Des Moines, IA 50312
2 advisors
Houston, TX
Houston, TX
2 advisors
Mesa, AZ
1910 S. Stapley Drive, Mesa, AZ 85204
2 advisors
Bastrop, TX
Bastrop, TX
1 advisor
Burien, WA
Burien, WA
1 advisor
Most active in
Arizona · Arkansas · California · Delaware · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Louisiana · Maine · Michigan · Missouri · Nevada · New Jersey · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
Ajm Financial Group · Altitude Capital Management LLC · Anderson Financial, LLC · Ashmac Investments LLC · Beacon Retirement Strategies · Campbell Asset Management · Concierge Financial Group · Fitzgerald Income And Retirement Planning · Fitzgerald Retirement Strategies · Fortress Retirement Planning · Gem Tactical Wealth · Gladius Wealth Advisors · Glass Wealth · Guidents · Mlg Financial Services · Natoli Financial Planning · Peaks Wealth Advisors · Pnw Retirement Income Advisors · Sage Financial · Shilling Financial · Sjolund Financial Services · Ta Financial Strategy · Thomas D. Clark · Three Trees Retirement Partners · Tuttle Insurance & Financial Services · Vision Wealth Management
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
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