Des Moines, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Altitude Capital Management LLC
Multi-team
Firm-wide stats for Altitude Capital Management LLC
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.
Based on Altitude Capital Management LLC
Location
2015 Grand Avenue, Suite 100
Des Moines IA 50312
Advisors at this office
2
Advisors at this office
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.
James R
Series 63, Series 65
Des Moines, IA
Altitude Capital Management LLC
James Rhodes is a financial advisor at Altitude Capital Management LLC in Des Moines, IA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Whitney and Associates, Redbird Insurance, and Wells Fargo. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm uses a range of investment approaches tailored to client objectives and risk profiles, managing $103.6 million in discretionary assets without a firm minimum account size.
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