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| Altrius Capital Management Inc
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|---|---|
| CRD # | 121529 |
| SEC # | 801-63153 |
| CIK # | 0001940646 |
| AUM | 716.0 M (2026-03-06) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 252-638-7598 |
| Address | 39555 Orchard Hill Pl Novi, MI 48375 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Total Sa | 13.2 | ||
| BP PLC | 12.8 | ||
| LyondellBasell Industries NV | 11.7 | ||
| Ambev Sa | 11.1 | ||
| Astrazeneca PLC | 11.0 | ||
| Novartis AG | 10.8 | ||
| Sanofi | 10.7 | ||
| GlaxoSmithKline PLC | 10.7 | ||
| Eaton Corp Ltd | 10.2 | ||
| Royal Bank of Canada | 10.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 68.3 |
| (b) Individuals (high net worth individuals) | 249 | 615.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 14.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 17.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,431 | 716.0 |
| By Discretionary | ||
| Discretionary | 1,376 | 698.0 |
| Non-Discretionary | 55 | 18.0 |
| Total | 1,431 | 716.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 716.0 | |
| Total | 1,431 | 716.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001940646] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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