Sherwood Allison Barbour
Investment adviser representative at Altitude Capital Management LLC
12 yearsExperience
1 stateRegistered in
$103.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Altitude Capital Management LLCJan 2024 to now
- Amerity Wealth Management, LLCJan 2023 to Dec 2023
- Amerity FinancialApr 2022 to Dec 2023
- Beacon Global Advisor Network, LLCApr 2022 to Dec 2022
- Time Off From WorkforceAug 2020 to Mar 2022
- Gradient Investments, LLCFeb 2018 to Jul 2020
- Premier Financial Services of North Carolina, LLCNov 2015 to Jul 2020
- Premier Financial ServicesSep 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Altitude Capital Management LLC
$103.6MAssets managed
488Clients
34Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4131036
- Firm CRD
- 329366