Sierra Elrod
Investment adviser representative at Alteris Capital Partners, LLC
11 yearsExperience
1 stateRegistered in
$139.5MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Alteris Capital Partners, LLCApr 2025 to now
- Commonwealth FinancialJan 2020 to Apr 2025
- Global Wealth AdvisorsJan 2020 to Apr 2025
- University of Mary Hardin-baylorSep 2017 to Dec 2019
- University of St. ThomasAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alteris Capital Partners, LLC
$139.5MAssets managed
88Clients
2Advisers
1 yearIn 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
- 6972831
- Firm CRD
- 335079