SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
ALTIUS Financial, Inc.
Denver, CO
CRD 113268
Firm filing updated March 24, 2026 ·
- $212.2MAssets
- 2Advisory staff
- 557Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals85
- High net worth individuals67
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 85 | $34.3 million |
| High net worth individuals | 67 | $165.4 million |
| Charitable organizations | Fewer than 5 clients | $12.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$212.2 million
- Accounts557
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- SEC-registered investment advisor. CRD 113268, SEC file 801-117124.
- Registered with the SEC as an investment advisor (status date on record: July 31, 2019).
Is ALTIUS Financial, Inc. a fiduciary?
Short answer: ALTIUS Financial, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.