Altamont Capital Management, Llc.
- Regulatory AUM
- $412M
- Discretionary
- $355M
- Clients
- 163
- Avg AUM / client
- $2.5M
- Accounts
- 387
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 107 | $41.3M | 10.0% |
| High net worth individuals | 41 | $277M | 67.1% |
| Pension and profit sharing plans | 15 | $53.7M | 13.0% |
| Charitable organizations | Fewer than 5 clients | $40.0M | 9.69% |
| Corporations and other businesses | Fewer than 5 clients | $800K | 0.19% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harvey Wayne Jenkins | Member | Mar 2001 (25y) | 25% – 50% | |
| Towson, Gerald, Edward | Member | Mar 2001 (25y) | 25% – 50% | |
| Mullinix, Daniel, Rudell | Member | Jan 2023 (4y) | 25% – 50% | |
| Shon Patrick Norris | Member / Cco / President | CFP | Jan 2024 (3y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $355M (86% of AUM) Jan 2026
- Mid Atlantic Trust Company $53.6M (13% of AUM) Jan 2026
- Matrix Trust Company $38.4M (16% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗