David Allen Shilling
Investment adviser representative at Altitude Capital Management LLC
11 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
11 years in the industry.
- Altitude Capital Management LLCJan 2025 to now
- Shilling InvestmentsOct 2019 to now
- Secure One CapitalJun 2019 to Sep 2019
- Loan DepotMay 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7037835
- Firm CRD
- 329366