Altitude Capital Management LLC logo

Altitude Capital Management LLC

Updated today

Client AUM

$103,600,000

Clients

488

Advisors

35

across 32 offices

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

Financial planning Portfolio management

Expertise

Annuities General estate planning guidance

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Fee options

Fixed

Fixed fees from $500 to $2,500 per project

Project-based

$200 - $500 per hour, negotiable

Other

Fee-only: Hourly fees range from $200 - $500 per hour; fixed fees range from $500 to $2,500 per project

Main office

See office

2015 Grand Avenue, Suite 100

Des Moines IA 50312

Advisors at this office

2

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

Advisors at this firm

user avatar

Sherwood B

Series 63, Series 65

Raleigh, NC

Altitude Capital Management LLC

Sherwood Barbour Jr. is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with firms including Amerity Wealth Management and Gradient Investments. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs tailored to client objectives and risk tolerance, utilizing a variety of investment approaches across a multi-team structure.

Annuities General estate planning guidance
user avatar

Michael C

ChFC®, Series 65

Saline, MI

Altitude Capital Management LLC

Michael Cooley is a financial advisor at Altitude Capital Management LLC with the ChFC® designation and two years of industry experience. His prior roles include positions at Whitney & Associates, Forthright Capital Partners, and RidgeBrooke Retirement Planning. Outside of advising, he is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an emphasis on individualized strategies based on client goals, risk tolerance, and time horizon.

Annuities General estate planning guidance
user avatar

Adrian R

Series 63, Series 65

Little Rock, AR

Altitude Capital Management LLC

Adrian Raney is a financial advisor at Altitude Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Northwestern Mutual, Prudential, and Allstate. Outside of advisory work, he is also a loan originator with Loan Factory Inc., focusing on mortgage loans and refinancing. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs with a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Annuities General estate planning guidance
user avatar

Lauren P

Series 65

Mesa, AZ

Altitude Capital Management LLC

Lauren Pilling is a financial advisor at Altitude Capital Management LLC with a Series 65 credential and one year of experience. Prior to her current role, she has held positions in various industries including health and wellness through Scorpion Reiki Healing LLC and the food service sector. She also has experience working at Scottsdale Ranch Animal Hospital and Merrill Edge. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets across a multi-team structure.

Annuities General estate planning guidance
user avatar

Zachary B

Series 65

Knoxville, TN

Altitude Capital Management LLC

Zachary Benge is a financial advisor with Altitude Capital Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Altitude Capital, he founded Benge Retirement Group, LLC, and gained experience at North American Senior Benefits. His background also includes roles in the hospitality and retail sectors. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives and risk tolerance, utilizing various investment techniques and managing over $100 million in discretionary assets.

Annuities General estate planning guidance
user avatar

Ashton G

Series 66

Burien, WA

Altitude Capital Management LLC

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of his advisory role, he is the cofounder and chief financial officer of DAGR Tech, a company developing custom firmware to enhance cybersecurity for home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs diverse investment strategies tailored to client objectives and risk tolerance and manages $103.6 million in discretionary assets across a multi-team structure.

Annuities General estate planning guidance
user avatar

Daniel N

Series 63, Series 66

Naples, FL

Altitude Capital Management LLC

Daniel Natoli is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Creative Resources Investment Advisors LLC and RFG Advisory, LLC. In addition to his advisory work, he is active as an insurance agent through Natoli Insurance, focusing on whole life, term, and disability insurance. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is customized to client goals, risk tolerance, and time horizon, with portfolios managed primarily on a discretionary basis and reviewed at least quarterly.

Annuities General estate planning guidance
user avatar

Dennis S

Series 63, Series 65

Mesa, AZ

Altitude Capital Management LLC

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Annuities General estate planning guidance
user avatar

Anthony M

Series 63, Series 65

King of Prussia, PA

Altitude Capital Management LLC

Anthony Mascherino Jr. is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at firms including USA Benefits Group, Alliance America, and Allstate Insurance Company. Outside of advising, he assists with individual tax return preparation during tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies based on client objectives and risk tolerance, managing discretionary assets through a multi-team structure.

Annuities General estate planning guidance
user avatar

Nickolas T

Series 63, Series 65

Marysville, OH

Altitude Capital Management LLC

Nickolas Turner is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Whitney and Associates, Transamerica Financial Advisors, and World Financial Group, among others. Outside of financial services, he has been involved with Superior Vending Inc. for over 20 years. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives, time horizon, and risk tolerance, combining asset allocation, dollar-cost averaging, and technical analysis in its approach.

Annuities General estate planning guidance
user avatar

Andre H

Series 65, Series 66

Cherry Hill, NJ

Altitude Capital Management LLC

Andre Harrielal is a financial advisor with Altitude Capital Management LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, and Morgan Stanley. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing discretionary assets with tailored strategies based on client objectives, time horizon, and risk tolerance. The firm employs a multi-team approach and operates managed account programs with regular portfolio reviews.

Annuities General estate planning guidance
user avatar

Matthew A

Series 63, Series 65, Series 66

Des Moines, IA

Altitude Capital Management LLC

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at Whitney Kuhn LLC, Next Phase Financial, Bancwest Investment Services, Securities America Advisors, U.S. Bancorp Investments, and LPL Financial. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a multi-team structure and utilizes a variety of investment approaches tailored to client objectives, managing $103.6 million in discretionary assets without imposing a minimum account size.

Annuities General estate planning guidance
user avatar

Regina C

Series 65

Johnson City, TN

Altitude Capital Management LLC

Regina Cornelio is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Altitude Capital Management LLC and has previously been affiliated with Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing $103.6 million in discretionary assets. The firm employs a multi-team structure and uses a variety of investment approaches, including asset allocation and technical analysis, tailoring strategies to client objectives and risk tolerance.

Annuities General estate planning guidance
user avatar

Bruce M

Series 63, Series 65

Freeport, ME

Altitude Capital Management LLC

Bruce Macomber is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Altitude Capital Management since 2024 and previously spent four years at Brookstone Wealth Advisors, LLC. Macomber is also the owner of Campbell Asset Management, where he devotes time to insurance sales. Altitude Capital Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an investment approach that aligns with client goals, risk tolerance, and time horizon, primarily managing accounts on a discretionary basis.

Annuities General estate planning guidance
user avatar

Michael G

Series 63

Dayton, OH

Altitude Capital Management LLC

Michael Groomes is a Series 63 licensed financial advisor with seven years of industry experience. He currently serves at Altitude Capital Management LLC and has prior experience with New York Life Insurance Co., Prudential Insurance Company of America, and various other firms. Groomes is also involved in insurance sales through his role as agent and owner at MLG Financial Services Ltd. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

Annuities General estate planning guidance
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