Culver City, CA Office

Altruist Advisors serves individual investors (including high-net-worth individuals), trusts, estates, and other entities through a team of affiliated Investment Adviser Representatives; as of the brochure date the firm reports about $190 million in discretionary AUM and provides ongoing discretionary portfolio management and, through certain IARs, financial planning services. Portfolio management services include model‑based implementation, ongoing monitoring and rebalancing, and tax‑management tools such as tax‑loss harvesting and asset location accessed via the Altruist technology platform.

The firm’s investment approach blends fundamental, technical, and quantitative analysis with asset allocation and modern portfolio theory, and IARs may implement proprietary or third‑party model portfolios sourced from the Altruist Model Marketplace. Altruist Advisors exercises discretion in account management within client objectives and risk tolerances, uses an investment committee for oversight and security restrictions, and relies on automated monitoring and periodic reviews to manage portfolios and compliance exceptions.

Notable distinctions include the firm’s corporate affiliations and integrated technology/custody model: Altruist Advisors is wholly owned by Altruist Corp and is affiliated with Altruist Financial LLC (its exclusive broker‑dealer and custodian) and Altruist LLC (which operates the Model Marketplace), and the brochure discloses that clients must maintain custody with the affiliated broker‑dealer and that the affiliate earns revenue streams (e.g., payment for order flow, securities lending, margin interest, and cash sweep income). The brochure also states the firm will comply with the SEC’s Marketing Rule and discloses marketing practices that include presenting performance information (including hypothetical performance) and using testimonials and endorsements, and it highlights that certain IARs may maintain outside broker‑dealer or insurance registrations that can generate additional commission compensation.