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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALTRIUS CAPITAL MANAGEMENT, INC.

CRD 121529

NOVI, MI

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:77ac29e2-ca9c-ee9f-0d89-ee8e1bd059d2

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 0
Observed: Dec 14, 2011 to Mar 6, 2026
42 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: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.02 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $716MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $698M
Private client RAUM: $684MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $143Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,431
Individual clients: 250
High net worth clients: 249
SEC number: 801-63153
CIK: 1940646
CRD: 121529
Filings on the tape: 42
First filed: Dec 14, 2011
Latest filed: Mar 6, 2026
Organised: Corporation, NC
Website: altrius-capital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MICHAEL RUSSO	n/a	NOVI, MI	24	29	1	no
RITA ANN HENDRICK-SMITH	n/a	NER BERN, NC \| NOVI, MI	14	18	n/a	no
CHRISTOPHER CONNOR ROLF	Chartered Financial Analyst	WAKE FOREST, NC \| NOVI, MI	11	17	2	no
Maxwell T. Greenberg	Certified Financial Planner	NOVI, MI \| Pensacola, FL	4	11	n/a	no
BRADY GINGRICH	n/a	NOVI, MI \| Portland, ME	1	10	n/a	no

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
RUSSO, JAMES, MICHAEL	PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER	E	yes	10/2000	Dec 14, 2011	Mar 26, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
WAKE FOREST	Nc	United States	1	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
2025	Mar 6, 2026	$716M	$698M	12	8	1	n/a	n/a
2024	Apr 7, 2025	$627M	$613M	13	7	1	n/a	n/a
2023	Mar 26, 2024	$587M	$571M	13	7	1	n/a	n/a
2022	Mar 3, 2023	$444M	$434M	12	9	3	n/a	n/a
2021	Mar 28, 2022	$446M	$435M	12	9	2	n/a	n/a
2020	Mar 9, 2021	$372M	$365M	10	7	2	n/a	n/a
2019	Mar 23, 2020	$345M	$337M	10	6	2	n/a	n/a
2018	Mar 26, 2019	$353M	$353M	8	5	2	n/a	n/a
2017	Mar 21, 2018	$359M	$351M	10	7	2	n/a	n/a
2016	Mar 15, 2017	$275M	$275M	8	8	n/a	n/a	n/a
2015	Mar 28, 2016	$183M	$183M	8	8	n/a	n/a	n/a
2014	Mar 2, 2015	$192M	$192M	8	8	n/a	n/a	n/a
2013	Mar 17, 2014	$181M	$181M	8	8	n/a	n/a	n/a
2012	Feb 4, 2013	$138M	$138M	9	8	n/a	n/a	n/a
2011	Mar 15, 2012	$131M	$131M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	1	1

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
2025	$716M	$627M	14.2%	$444M	17.2%	12	13	1	1

Relationships

Registered with (13)

← BRADY GINGRICHAdvisorregistration: current employment
Jul 24, 2025 to presentfactForm ADV
← Maxwell T. GreenbergAdvisorregistration: current employment
Mar 2, 2022 to presentfactForm ADV
← CHRISTOPHER CONNOR ROLFAdvisorregistration: current employment
Aug 13, 2015 to presentfactForm ADV
← RITA ANN HENDRICK-SMITHAdvisorregistration: current employment
Feb 28, 2012 to presentfactForm ADV
← JAMES MICHAEL RUSSOAdvisorregistration: current employment
Aug 22, 2002 to presentfactForm ADV
← Andrea Lee RussoAdvisorregistration: previous registration
Apr 11, 2024 to Jan 21, 2026factForm ADV
← ROBERT ANTHONY D'ANGELOAdvisorregistration: previous registration
Jul 23, 2019 to Jul 1, 2022factForm ADV
← MASSIMO PAONEAdvisorregistration: previous registration
Jun 1, 2017 to Oct 25, 2018factForm ADV
← TARA LORRAINE HUGHESAdvisorregistration: previous registration
May 18, 2011 to May 29, 2018factForm ADV
← Christie Lynn BonacciAdvisorregistration: previous registration
May 19, 2017 to Mar 5, 2018factForm ADV
← Elesparantae PoweAdvisorregistration: previous registration
Jul 23, 2014 to Jan 21, 2015factForm ADV
← ALLISON TAYLOR COWARDAdvisorregistration: previous registration
Sep 15, 2011 to Nov 5, 2014factForm ADV
← NATHAN GUERRANT BYRDAdvisorregistration: previous registration
Oct 10, 2012 to Feb 27, 2013factForm ADV

Affiliated with (1)

← ALTRIUS INSTITUTIONAL ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← RUSSO, JAMES, MICHAELOwnerPRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 14, 2011 to Mar 26, 2024factForm ADV

Dated events

Occurred
Jan 21, 2026
Advisor changed firm
Andrea Lee Russo left Altrius Capital Management, Inc. for Darden Wealth Group (registered 2026-05-14)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
Altrius Capital Management, Inc. reported RAUM $586.5M, up 28% from $458.5M (2023-12-08 to 2024-03-26)
Form ADVobserved 4 days ago
$128M
Occurred
Mar 26, 2024
Control person left
Lee Andrea Aitken (Chief Financial Officer) no longer on Schedule A of Altrius Capital Management, Inc. (listed 2023-12-08, absent 2024-03-26)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Andrea Lee Russo left Altrius Capital Management, Inc. for Kroon & Mitchell Asset Management Llc (registered 2023-10-06)
Form ADVobserved 4 days ago
Occurred
Jul 5, 2023
Control person left
Anthony Ralph Milne (Chief Operating Officer And Chief Compliance Officer) no longer on Schedule A of Altrius Capital Management, Inc. (listed 2023-03-03, absent 2023-07-05)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2022
Advisor changed firm
Robert Anthony D'Angelo left Altrius Capital Management, Inc. for Cresset Asset Management, Llc (registered 2022-06-07)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77ac29e2-ca9c-ee9f-0d89-ee8e1bd059d2
First observed: Dec 14, 2011
Last observed: Mar 6, 2026 6 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.

ALTRIUS CAPITAL MANAGEMENT, INC.

CRD 121529

NOVI, MI

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:77ac29e2-ca9c-ee9f-0d89-ee8e1bd059d2

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MICHAEL RUSSO

n/a

NOVI, MI

RITA ANN HENDRICK-SMITH

n/a

NER BERN, NC | NOVI, MI

n/a

CHRISTOPHER CONNOR ROLF

Chartered Financial Analyst

WAKE FOREST, NC | NOVI, MI

Maxwell T. Greenberg

Certified Financial Planner

NOVI, MI | Pensacola, FL

n/a

BRADY GINGRICH

n/a

NOVI, MI | Portland, ME

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RUSSO, JAMES, MICHAEL

PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER

yes

10/2000

Dec 14, 2011

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

WAKE FOREST

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$716M

$698M

n/a

2024

Apr 7, 2025

$627M

$613M

n/a

2023

Mar 26, 2024

$587M

$571M

n/a

2022

Mar 3, 2023

$444M

$434M

n/a

2021

Mar 28, 2022

$446M

$435M

n/a

2020

Mar 9, 2021

$372M

$365M

n/a

2019

Mar 23, 2020

$345M

$337M

n/a

2018

Mar 26, 2019

$353M

n/a

2017

Mar 21, 2018

$359M

$351M

n/a

2016

Mar 15, 2017

$275M

n/a

2015

Mar 28, 2016

$183M

n/a

2014

Mar 2, 2015

$192M

n/a

2013

Mar 17, 2014

$181M

n/a

2012

Feb 4, 2013

$138M

n/a

2011

Mar 15, 2012

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$716M

$627M

14.2%

$444M

17.2%