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RIA / WealthAdvisor26 years in industry

SHERWOOD ALLISON BARBOUR

Advisor at ALTITUDE CAPITAL MANAGEMENT LLC

RALEIGH, NC | DES MOINES, IA

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Search this name across graphsid dfx:ria:8ae18115-e73b-e9c3-1e93-358274c93860

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 14, 2014 to Sep 15, 2026

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

Current firm: ALTITUDE CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 5, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 5, 2000
First registration: Oct 14, 2014
Dual registered: no
Other names: Al Barbour
IAPD individual key: 4131036

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALTITUDE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 23, 2024	n/a	yes	RALEIGH, NC\|DES MOINES, IA	Current employment
AMERITY WEALTH MANAGEMENT, LLC	Independent wealth	Jan 10, 2023	Dec 31, 2023	no	LAKELAND, FL\|Stuart, FL\|Stuart, FL	Previous registration
BEACON GLOBAL ADVISOR NETWORK, LLC	Independent wealth	Apr 25, 2022	Dec 31, 2022	no	Clayton, NC	Previous registration
GRADIENT INVESTMENTS, LLC	Independent wealth	Feb 22, 2018	Sep 3, 2020	no	Clayton, NC\|ARDEN HILLS, MN	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 25, 2016	Apr 4, 2016	no	CLAYTON, NC\|CINCINNATI, OH	Previous registration
PREMIER FINANCIAL SERVICES OF NORTH CAROLINA	n/a	Nov 24, 2015	Sep 24, 2020	no	CLAYTON, NC	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Oct 14, 2014	Dec 14, 2015	no	CLAYTON, NC\|CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERITY WEALTH MANAGEMENT, LLC	ALTITUDE CAPITAL MANAGEMENT LLC	Dec 31, 2023	Jan 23, 2024	23	Firm change	RIA to new firm
BEACON GLOBAL ADVISOR NETWORK, LLC	AMERITY WEALTH MANAGEMENT, LLC	Dec 31, 2022	Jan 10, 2023	10	Firm change	RIA to RIA
PREMIER FINANCIAL SERVICES OF NORTH CAROLINA	HORTER INVESTMENT MANAGEMENT, LLC	Sep 24, 2020	Jan 25, 2016	-1,704	Firm change after gap	Other
GRADIENT INVESTMENTS, LLC	BEACON GLOBAL ADVISOR NETWORK, LLC	Sep 3, 2020	Apr 25, 2022	599	Firm change after gap	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	GRADIENT INVESTMENTS, LLC	Apr 4, 2016	Feb 22, 2018	689	Firm change after gap	Other
HORTER INVESTMENT MANAGEMENT, LLC	PREMIER FINANCIAL SERVICES OF NORTH CAROLINA	Dec 14, 2015	Nov 24, 2015	-20	Firm change	Other

Relationships

Registered with (6)

→ ALTITUDE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 23, 2024 to presentfactForm ADV
→ AMERITY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 10, 2023 to Dec 31, 2023factForm ADV
→ BEACON GLOBAL ADVISOR NETWORK, LLCRegistered adviserregistration: previous registration
Apr 25, 2022 to Dec 31, 2022factForm ADV
→ PREMIER FINANCIAL SERVICES OF NORTH CAROLINARegistered adviserregistration: previous registration
Nov 24, 2015 to Sep 24, 2020factForm ADV
→ GRADIENT INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 22, 2018 to Sep 3, 2020factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 25, 2016 to Apr 4, 2016factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Sherwood Allison Barbour left Amerity Wealth Management, Llc for Altitude Capital Management Llc (registered 2024-01-23)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Sherwood Allison Barbour left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2023-01-10)
Form ADVobserved 6 days ago