Altitude Capital Management Llc
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 488
- Avg AUM / client
- $212K
- Accounts
- 488
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 360 | $81.2M | 78.4% |
| High net worth individuals | 128 | $22.4M | 21.6% |
People (36)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennis James Snoozy | Managing Member | Jan 2024 (3y) | 10% – 25% | |
| Johnson, Charles, E | Managing Member / Cco | Jan 2024 (3y) | 25% – 50% | |
| Whitney, Mitchell, Nolan | Managing Member | Jan 2024 (3y) | 25% – 50% | |
| Constance Nathelma Craig Mason | Registered representative | Jan 2024 (3y) | ||
| Sherwood Allison Barbour | Registered representative | Jan 2024 (3y) | ||
| John Eugene Perez | Registered representative | CFP | Mar 2024 (2y) | |
| Matthew David Anderson | Registered representative | Mar 2024 (2y) | ||
| Bruce D Macomber | Registered representative | Mar 2024 (2y) | ||
| Regina Cornelio | Registered representative | Oct 2024 (2y) | ||
| Matthew John Fitzgerald | Registered representative | Oct 2024 (2y) | ||
| Charles Eric Greth | Registered representative | Oct 2024 (2y) | ||
| Matthew Austin Glass | Registered representative | Jan 2025 (2y) | ||
| David Allen Shilling | Registered representative | Jan 2025 (2y) | ||
| Thomas Clark | Registered representative | Jan 2025 (2y) | ||
| Aaron C Barnes | Registered representative | Jan 2025 (2y) | ||
| Daniel Mark Saccal | Registered representative | Mar 2025 (1y) | ||
| Mark Frederick Collier | Registered representative | May 2025 (1y) | ||
| Stephen Mcgoff | Registered representative | Jul 2025 (1y) | ||
| Michael L Groomes | Registered representative | Jul 2025 (1y) | ||
| Anthony J Mascherino | Registered representative | Aug 2025 (1y) | ||
| Donald G Tuttle | Registered representative | Aug 2025 (1y) | ||
| Eric Leonard Sjolund | Registered representative | Aug 2025 (1y) | ||
| Gregory Scott Shuman | Registered representative | Sep 2025 (1y) | ||
| Adrian N Raney | Registered representative | Dec 2025 (1y) | ||
| Michael John Cooley | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Daniel Alan Natoli | Registered representative | Jan 2026 (1y) | ||
| Andre Obrian Harrielal | Registered representative | Jan 2026 (1y) | ||
| Harry Redmond Greene | Registered representative | Mar 2026 (0y) | ||
| James David Rhodes | Registered representative | Mar 2026 (0y) | ||
| William Averkamp | Registered representative | May 2026 (0y) | ||
| Zachary Thomas Benge | Registered representative | May 2026 (0y) | ||
| Ashton John Guiltinan | Registered representative | Jun 2026 (0y) | ||
| James Bradford Heninger | Registered representative | Jun 2026 (0y) | ||
| Eric N Schoonover | Registered representative | Jun 2026 (0y) | ||
| Nickolas J. Turner | Registered representative | Jun 2026 (0y) | ||
| Clint Travis Dubose | Registered representative | Jun 2026 (0y) |
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) | 03/16/2026 | 1.21 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $102M (99% of AUM) Mar 2026
- Altruist Financial $102M (99% of AUM) Mar 2026
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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗