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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ALTAVISTA WEALTH MANAGEMENT, INC.

CRD 122326

ASHEVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ddec906-c001-0231-e7ce-6731b097c754

Data as of Apr 5, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Apr 5, 2021
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $602MItem 5.F on the latest filing (2021-04-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $593M
Private client RAUM: $588MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 927
High net worth clients: 242
SEC number: 801-62511
CRD: 122326
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: Apr 5, 2021
Organised: Corporation, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AKERS, LEWIS, DANIEL	PRESIDENT/TREASURER/MANAGING PRINCIPAL	C	yes	04/2004	Mar 30, 2012	Apr 5, 2021
BOYD, KYLE, RUSSELL	SECRETARY/MANAGING PRINCIPAL	C	yes	04/2004	Mar 30, 2012	Apr 5, 2021
BOLICK, LOGAN, LEE	DIRECTOR OF RESEARCH, FINANCIAL ADVISOR	Na	no	01/2013	Mar 31, 2020	Apr 5, 2021
FRIEDRICH, JACQUELYN, SHELLY	FINANCIAL ADVISOR	Na	no	03/2008	Jun 5, 2013	Apr 5, 2021
NELSON, CHRISTINE, BARRY	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	B	no	04/2004	Mar 30, 2012	Apr 5, 2021
SHUMATE, JONATHAN, E.	SENIOR FINANCIAL ADVISOR	Na	no	11/2016	Mar 31, 2020	Apr 5, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RON CARLAND	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 31, 2021	$602M	$593M	10	6	1	n/a	n/a
2019	Mar 31, 2020	$555M	$540M	10	6	1	n/a	n/a
2018	Mar 30, 2019	$488M	$469M	11	6	1	n/a	n/a
2017	Mar 27, 2018	$504M	$486M	11	6	1	n/a	n/a
2016	Mar 30, 2017	$409M	$390M	11	6	n/a	n/a	n/a
2015	Mar 30, 2016	$360M	$359M	10	5	n/a	n/a	n/a
2014	Mar 27, 2015	$366M	$364M	10	5	n/a	n/a	n/a
2013	Mar 28, 2014	$347M	$346M	9	4	n/a	n/a	n/a
2012	Mar 28, 2013	$310M	$309M	8	5	n/a	n/a	n/a
2011	Mar 30, 2012	$286M	$282M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$602M	$555M	8.3%	$504M	6.1%	10	10	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON POINTE ADVISORS, LLC	8	Feb 24, 2022	Mar 29, 2022	ASHEVILLE, NC	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← AKERS, LEWIS, DANIELOwnerPRESIDENT/TREASURER/MANAGING PRINCIPAL, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← BOYD, KYLE, RUSSELLOwnerSECRETARY/MANAGING PRINCIPAL, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV

Owns (4)

← SHUMATE, JONATHAN, E.OwnerSENIOR FINANCIAL ADVISOR, ownership code NA, individual
Mar 31, 2020 to presentfactForm ADV
← FRIEDRICH, JACQUELYN, SHELLYOwnerFINANCIAL ADVISOR, ownership code NA, individual
Jun 5, 2013 to presentfactForm ADV
← NELSON, CHRISTINE, BARRYOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 30, 2012 to presentfactForm ADV
← BOLICK, LOGAN, LEEOwnerDIRECTOR OF RESEARCH, FINANCIAL ADVISOR, ownership code NA, individual
Mar 31, 2020 to presentfactForm ADV

Moved with (1)

→ BEACON POINTE ADVISORS, LLCRegistered adviser8 advisors, firm absorbed
Feb 24, 2022 to Mar 29, 2022factForm ADV

Registered with (9)

← Quinn R SchneiderAdvisorregistration: previous registration
Jan 18, 2020 to Feb 28, 2022factForm ADV
← LEWIS DANIEL AKERSAdvisorregistration: previous registration
Apr 1, 2004 to Feb 25, 2022factForm ADV
← GREGORY NORTON JONESAdvisorregistration: previous registration
Apr 1, 2004 to Feb 24, 2022factForm ADV
← KYLE RUSSELL BOYDAdvisorregistration: previous registration
Apr 1, 2004 to Feb 24, 2022factForm ADV
← JONATHAN E. SHUMATEAdvisorregistration: previous registration
Dec 8, 2016 to Feb 24, 2022factForm ADV
← JEFFREY BRISBIN HOWDENAdvisorregistration: previous registration
Aug 31, 2015 to Feb 24, 2022factForm ADV
← RONALD GENE CARLANDAdvisorregistration: previous registration
Mar 7, 2005 to Feb 24, 2022factForm ADV
← LOGAN LEE BOLICKAdvisorregistration: previous registration
Jun 7, 2014 to Feb 24, 2022factForm ADV
← MARK ANDREW PEARSONAdvisorregistration: previous registration
Oct 1, 2007 to Jan 9, 2008factForm ADV

Dated events

Occurred
Feb 28, 2022
Advisor changed firm
Quinn R Schneider left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-02-28)
Form ADVobserved 4 days ago
Occurred
Feb 25, 2022
Advisor changed firm
Lewis Daniel Akers left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-03-01)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Firm absorbed
Altavista Wealth Management, Inc.'s advisors moved to Beacon Pointe Advisors, LLC (Asheville, NC): 8 of 8 registered, within 4 days
Form ADVobserved 4 days ago
8 advisors
Occurred
Feb 24, 2022
Advisor changed firm
Gregory Norton Jones left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-03-29)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Jonathan E. Shumate left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-02-28)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Jeffrey Brisbin Howden left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-03-01)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Kyle Russell Boyd left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-03-01)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Logan Lee Bolick left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-02-28)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Ronald Gene Carland left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-03-23)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ddec906-c001-0231-e7ce-6731b097c754
First observed: Mar 30, 2012
Last observed: Apr 5, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTAVISTA WEALTH MANAGEMENT, INC.

CRD 122326

ASHEVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ddec906-c001-0231-e7ce-6731b097c754

Data as of Apr 5, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:44 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AKERS, LEWIS, DANIEL

PRESIDENT/TREASURER/MANAGING PRINCIPAL

yes

04/2004

Mar 30, 2012

Apr 5, 2021

BOYD, KYLE, RUSSELL

SECRETARY/MANAGING PRINCIPAL

yes

04/2004

Mar 30, 2012

Apr 5, 2021

BOLICK, LOGAN, LEE

DIRECTOR OF RESEARCH, FINANCIAL ADVISOR

01/2013

Mar 31, 2020

Apr 5, 2021

FRIEDRICH, JACQUELYN, SHELLY

FINANCIAL ADVISOR

03/2008

Jun 5, 2013

Apr 5, 2021

NELSON, CHRISTINE, BARRY

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

04/2004

Mar 30, 2012

Apr 5, 2021

SHUMATE, JONATHAN, E.

SENIOR FINANCIAL ADVISOR

11/2016

Mar 31, 2020

Apr 5, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RON CARLAND

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 31, 2021

$602M

$593M

n/a

2019

Mar 31, 2020

$555M

$540M

n/a

2018

Mar 30, 2019

$488M

$469M

n/a

2017

Mar 27, 2018

$504M

$486M

n/a

2016

Mar 30, 2017

$409M

$390M

n/a

2015

Mar 30, 2016

$360M

$359M

n/a

2014

Mar 27, 2015

$366M

$364M

n/a

2013

Mar 28, 2014

$347M

$346M

n/a

2012

Mar 28, 2013

$310M

$309M

n/a

2011

Mar 30, 2012

$286M

$282M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$602M

$555M

8.3%

$504M

6.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON POINTE ADVISORS, LLC

Feb 24, 2022

Mar 29, 2022

ASHEVILLE, NC

Firm absorbed

RIA to RIA

100.0%