Brady Gingrich
Investment adviser representative at Altrius Capital Management, Inc.
10 yearsExperience
1 stateRegistered in
$716MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Altrius Capital Management, Inc.Mar 2025 to now
- H.I.G. CapitalFeb 2024 to Feb 2025
- Wells Fargo Securities, LLCJun 2021 to Feb 2024
- University of North Carolina At Chapel HillAug 2020 to Jun 2021
- Wells Fargo SecuritiesJul 2020 to Aug 2020
- University of North Carolina At Chapel HillAug 2019 to Jun 2020
- Altrius Capital ManagementJun 2019 to Aug 2019
- University of North Carolina At Chapel HillAug 2018 to Jun 2019
- Altrius Capital ManagementJun 2018 to Aug 2018
- University of North Carolina At Chapel HillAug 2017 to Jun 2018
- Altrius Capital ManagementJun 2017 to Aug 2017
- The Epiphany School of Global StudiesAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Altrius Capital Management, Inc.
$716MAssets managed
512Clients
5Advisers
22 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
- 7397493
- Firm CRD
- 121529