ALTRIUS CAPITAL MANAGEMENT, INC.

1323 Commerce Drive
New Bern, North Carolina 28562
Tel: 252-638-7598

About ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC, formally registered with the SEC as ALTRIUS CAPITAL MANAGEMENT, INC. The firm was established in 05/27/2004. They have over 2 offices throughout the country.

ALTRIUS CAPITAL MANAGEMENT, INC. is a New Bern, North Carolina based Financial Planning firm with nearly $586,519,159 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121529
SEC#	801-63153
Assets Managed by Firm	$586,519,159
No. of Clients	505
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (GENERAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	505	$586,519,159
Individuals (other than high net worth individuals)	291	$94,551,038
High net worth individuals	199	$467,218,963
Pension and profit sharing plans	12	$17,195,724
Charitable organizations	Fewer than 5 clients	$149,022
Other investment advisers	Fewer than 5 clients	$384,671

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