Altamont Capital Management's Form ADV discloses 1.25% on the first $500,000, 1.10% on the next $500,000, 1.00% on the next $2 million, 0.90% on the next $7 million, and 0.60% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #118979), Altamont Capital Management is subject to fiduciary duty under federal law.
Altamont Capital Management is headquartered in ASHEVILLE, NC.
Altamont Capital Management serves 41 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, Altamont Capital Management offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Altamont Capital Management manages $412 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, Altamont Capital Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓