Altiora Financial Group, LLC
Altiora Financial Group, LLC is an independent investment adviser headquartered in Lebanon, Ohio. The firm is structured as a limited liability company and provides investment and financial advisory services, including tailored portfolio management with a focus on low-cost, tax-efficient solutions. The company was founded in 2023 and serves primarily high net worth individuals, reporting just 1 employee as of 2025.
Investment Strategy
Altiora Financial Group, LLC specializes in low-cost, tax-efficient portfolio management with fixed-fee pricing, not based on a percentage of assets. The firm emphasizes customized portfolios designed to meet client goals, balancing risk and return through diversified exposure across equities and fixed income. Their approach is rooted in disciplined long-term investing, providing transparency in holdings and costs, primarily serving high net worth individuals.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 21.10% | $108.0M | 3,013,823 | $25.47 | $35.84 | +$7.6M |
D DFSD | DIMENSIONAL ETF TRUST | 8.98% | $45.9M | 956,818 | $47.26 | $48.01 | +$1.9M |
D DFAX | DIMENSIONAL ETF TRUST | 8.40% | $43.0M | 1,464,348 | $22.87 | $29.37 | +$4.2M |
S SGOV | ISHARES TR | 6.14% | $31.4M | 312,240 | $100.52 | $100.69 | +$9.8M |
V VTI | VANGUARD INDEX FDS | 5.09% | $26.0M | 85,648 | $236.52 | $303.93 | +$4.6M |