AUMdb

Altiora Financial Group, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 292008 · SEC file 801-112389 · · WWW.ALTIORA.COM
☆ Save with Pro ADV data as of Mar 03, 2026
Regulatory AUM
$982M
Discretionary
$766M
Clients
134
Avg AUM / client
$7.3M
Accounts
599
Employees
1

AUM over time

$0 $982M
Jan 3, 2018 Mar 3, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026

Investments (13F portfolio — 110 positions, $607,110,070)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Dimensional Etf Trust US CORE EQUITY 2 $112,315,000 2,890,247 18.5% 11.4%
2 Dimensional Etf Trust WORLD EX US CORE $49,159,886 1,447,156 8.1% 5.01%
3 Dimensional Etf Trust SHORT DURATION F $44,169,997 922,515 7.28% 4.5%
4 Vanguard Index Fds TOTAL STK MKT $28,883,208 90,032 4.76% 2.94%
5 Vanguard Instl Index Fd 0-3 MO TREAS BIL $28,465,605 376,280 4.69% 2.9%
6 Ishares Tr 0-3 MNTH TREASRY $20,047,068 199,156 3.3% 2.04%
7 Simplify Exchange Traded Fun HIGH YIELD ETF $19,184,018 898,970 3.16% 1.95%
8 Simplify Exchange Traded Fun MANAGED FUTURES $19,050,506 630,394 3.14% 1.94%
9 Schwab Strategic Tr INT-TRM U.S TRES $16,261,373 652,805 2.68% 1.66%
10 Dimensional Etf Trust US CORE EQUITY 1 $16,068,450 222,925 2.65% 1.64%
11 Dimensional Etf Trust US TARGETED VLU $14,674,268 234,976 2.42% 1.49%
12 Dimensional Etf Trust US MKTWIDE VALUE $13,543,809 279,484 2.23% 1.38%
13 Schwab Strategic Tr US TIPS ETF $13,490,443 506,969 2.22% 1.37%
14 Vanguard Mun Bd Fds TAX EXEMPT BD $13,471,758 270,029 2.22% 1.37%
15 Ea Series Trust ALPHA ARCH 1-3 $11,044,643 94,975 1.82% 1.13%
16 Ishares Tr SHRT NAT MUN ETF $10,883,993 102,197 1.79% 1.11%
17 Dimensional Etf Trust INTERNATNAL VAL $9,780,819 185,313 1.61% 1.0%
18 Vanguard Scottsdale Fds SHORT TERM TREAS $8,735,181 149,217 1.44% 0.89%
19 Schwab Strategic Tr SHT TM US TRES $8,203,789 338,022 1.35% 0.84%
20 Dimensional Etf Trust US EQUITY MARKET $7,911,429 111,570 1.3% 0.81%
21 Vanguard Wellington Fd SHORT TRM TAX EX $7,536,379 74,514 1.24% 0.77%
22 Vanguard Star Fds VG TL INTL STK F $7,212,265 93,532 1.19% 0.73%
23 Vanguard Scottsdale Fds INTER TERM TREAS $6,671,260 112,028 1.1% 0.68%
24 Dimensional Etf Trust US HIGH PROFITAB $5,943,136 161,674 0.98% 0.61%
25 Vanguard Index Fds GROWTH ETF $5,712,777 13,079 0.94% 0.58%

Top 25 of 110 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 30 $21.8M 2.22%
High net worth individuals 104 $960M 97.8%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Derek Rogell Tinnin Cco/Managing Member CFP Jan 2018 (9y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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)

FormPeriodSize
Form ADV (full filing) 03/03/2026 988 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
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having 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: Mar 03, 2026.

View current Form ADV (SEC/IAPD) ↗