James David Rhodes
Investment adviser representative at Altitude Capital Management LLC
10 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
10 years in the industry.
- Altitude Capital Management LLCMar 2026 to now
- Whitney and AssociatesOct 2024 to now
- Redbird InsuranceMay 2020 to Oct 2024
- Wells FargoNov 2016 to May 2020
- Principal Securities, Inc.Oct 2016 to Nov 2016
- Principal Life Insurance CompanyAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6395747
- Firm CRD
- 329366