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Altrius Capital Management Inc.
Altrius Capital Management Inc is an independent, 100% employee-owned investment advisory firm headquartered in Durham, North Carolina. Founded in 1997, the firm derives its name from Latin and English—'altus' and 'altruism'—reflecting its focus on client-centered investing and putting client welfare first. Altrius handles money management functions in-house rather than contracting out, aiming to increase income and reduce fees for clients. The firm is audited semi-annually, claims GIPS compliance, and maintains a track record dating back to 2003. Altrius operates on a fee-only basis and primarily serves private clients, financial advisors, and institutions with transparency and unbiased advice. The firm has fewer than 25 employees.
Investment Strategy
Altrius Capital Management emphasizes in-house asset management, aiming to increase income and reduce client fees compared to outsourcing money management functions. The firm invests significantly in performance measurement and technology, claiming compliance with the Global Investment Performance Standards (GIPS). Their approach focuses on transparency, unbiased advice (fee-only, no commissions), and long-term portfolio success for private clients and institutional investors. Audited performance and a client-first philosophy shape their investment ethos.
Latest 13F Filing Activity
Altrius Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $428M. The fund increased holdings in Medtronic Inc. Com, United Parcel Service CL B, Altrius Global Dividend Etf among other positions. Altrius Capital Management Inc. reduced exposure to Bristol Myers Squibb Co. Com, International Paper Co. Com, Sanofi Sponsored Adr among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ETN | EATON CORP PLC SHS | 2.44% | $10.5M | 29,297 | $170.72 | $356.99 | +$2.5M |
B BBVA | BANCO BILBAO VIZCAYA ARGENTARI | 2.41% | $10.3M | 670,312 | $5.12 | $15.37 | +$1.0M |
| BAE SYSTEMS PLC | 2.35% | $10.1M | 95,853 | $41.42 | $105.07 | +$2.1M | |
A ABEV | AMBEV SA | 2.24% | $9.6M | 3,973,716 | $2.42 | $2.41 | +$119.9K |
N NVS | NOVARTIS A G SPONSORED ADR | 2.23% | $9.5M | 78,909 | $82.14 | $121.01 | +$673.6K |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
C Christopher Rolf | Executive Vice President | Raleigh, NC , United States | |
G Gregory Kammerer | Executive Vice President | New York, NY , United States | |
 | Executive Vice President | Savannah, GA , United States | |
| Executive Vice President | New Bern, NC , United States | ||
A Anu Prabhu | Portfolio Manager | Stamford, CT , United States | |
Z Zachary Smith | Portfolio Manager - Unconstrained Fixed Income | New York, NY , United States | |
 | Portfolio Manager | Austin, TX , United States |
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