Firm Start Year

1997

No. of Employees

10-19

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 63, Series 65, Series 66

Firm's Number of Clients

510

Firm's Number of Planning Clients

510

Firm's Number of Managed Clients

510

Assets Managed by Firm

510,000,000

Advisor's Number of Clients

510

Advisor's Number of Managed Clients

510

Advisor's Number of Planning Clients

510

Assets Managed by Advisor

$510,000,000.00

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

500,000

Compensation Methods

Based on Assets

Additional Details on Charges

1.4% on first $500,000; 1.0% on next $500,000; 0.8% thereafter. Negotiable.

Minimum Fee Charged for Managed Accounts

0.8%

Minimum Fee Charged for Hourly Planning Accounts

N/A

B.S. Economics - Economics

U.S. Naval Academy
07/01/1987 -05/30/1991

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Additional Detailed Disclosures

Altrius Wealth Advisors is a division of Altrius Capital Management, Inc. Altrius Capital Management, Inc. (Altrius) is a provider of privately managed portfolios and financial planning services for industry professionals and private clients. The information included in this website has been obtained from sources Altrius believes to be reliable; however, we do not guarantee its accuracy. All opinions and estimates included in these reports and website constitute the judgment as of the dates indicated and are subject to change without notice. This website is for informational purposes only. Past performance is not an indication of future gains. Altrius is a registered investment advisory firm. For program fees and descriptions, please request a copy of the firm's Form ADV Disclosure Brochure. PRIVACY POLICY This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS^®) DISCLOSURE Altrius Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS^®). GIPS^® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The firm is defined as Altrius Capital Management, Inc. (Altrius), a registered investment advisor with the Securities and Exchange Commission. Altrius was founded in 1997 and manages equity, fixed income and balanced portfolios for its clients. To receive additional information, including GIPS^®-compliant performance information for our strategies and products, please use the contact us button. Registration as an investment adviser does not imply a certain level of skill or training.