Altar Rock Llc
- Regulatory AUM
- $159M
- Discretionary
- $159M
- Clients
- 27
- Avg AUM / client
- $5.9M
- Accounts
- 111
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $2.5M | 1.59% |
| High net worth individuals | 23 | $154M | 97.2% |
| Insurance companies | 1 | $2.0M | 1.23% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Harding Barnes | Member | Dec 2020 (6y) | 25% – 50% | |
| Archan Kumar Basu | Member, Cio, Cco | CFA | Dec 2020 (6y) | 25% – 50% |
| Litman, Warren, Neil | Member | Dec 2020 (6y) | 10% – 25% | |
| Craig Leon Blackwell | Registered representative | CFA | Jun 2024 (2y) | |
| John Thomas Kasameyer | Registered representative | CFA | Jun 2024 (2y) | |
| Nicholas Thomas Goode | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 40% 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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 952 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
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $152M (96% of AUM) Jul 2026
- Charles Schwab & Co. $2.7M (2% of AUM) Dec 2025
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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗