Altrius Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$684,241,467
Clients
499
Advisors
5
across 5 offices
About
Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high‑net‑worth clients, employee benefit plans, and other entities. The firm also serves investment company clients and may act as a sub‑adviser to unaffiliated registered investment advisers.
The firm’s investment process is fundamentally based, value‑oriented, and risk‑managed with an economics underpinning, and it constructs balanced portfolios across equities, fixed income, ETFs, MLPs, and REITs to match client objectives. Altrius serves as sub‑adviser to the Altrius Global Dividend ETF (DIVD), an actively managed strategy that combines global macro analysis, value and total‑return elements and seeks to provide distributable income through monthly dividend distributions.
Several operational features distinguish Altrius from many team firms: it publicly advertises past performance and states compliance with the Global Investment Performance Standards (GIPS), and it provides education services for plan participants as part of its pension and retirement-plan offerings. The firm’s willingness to recommend its own Fund to clients who do not meet its stated account minimum and its role as a sub‑advisor to other advisers are additional atypical practices disclosed in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.40% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.80%
Account minimum: $500,000
Main office
See officeJersey City NJ
Advisors at this office
1
Offices (5)
Most active in
California · Florida · Georgia · Louisiana · Maryland · Michigan · Missouri · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Altrius Capital Management, Inc. · Jmr Financial Group, Inc.
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.
Quick links
Advisors at this firm
Christopher R
CFA®, Series 66
Wake Forest, NC
Altrius Capital Management, Inc.
Christopher Rolf is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Altrius Capital Management, Inc. since 2015 and previously worked at Morgan Stanley from 2008 to 2012. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios tailored to client objectives.
Rita H
Series 65
Ner Bern, NC
Altrius Capital Management, Inc.
Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach and serves as a sub-adviser to the Altrius Global Dividend ETF, combining global macro analysis with value and total-return strategies.
Maxwell G
CFP®, Series 65
Pensacola, FL
Altrius Capital Management, Inc.
Maxwell Greenberg is a CFP® with four years of experience currently serving at Altrius Capital Management, Inc. in Pensacola, FL. His prior experience includes roles at State Farm and a law office. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, constructing balanced portfolios to match client objectives and acting as a sub-adviser to other registered investment advisers.
Brady G
Series 63, Series 65
Portland, ME
Altrius Capital Management, Inc.
Brady Gingrich is a financial advisor at Altrius Capital Management, Inc. in Portland, ME, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at H.I.G. Capital and Wells Fargo Securities. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process, constructing balanced portfolios to align with client objectives.
James R
Series 63, Series 65
Jersey City, NJ
Altrius Capital Management, Inc.
James Russo is a financial advisor at Altrius Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Altrius Capital Management since 2000. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios and also serves as sub-adviser to the Altrius Global Dividend ETF.
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