Brady Gingrich has been Portfolio Manager of Altrius Capital Management since March 2025, is not listed as a control person, but directly owns under 5% of the firm. Brady Gingrich holds a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill.
Altrius Capital Management, Inc. is a Novi, MI firm with $716M under management, 512 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Brady Gingrich is Portfolio Manager of Altrius Capital Management. He is responsible for conducting fundamental research, security analysis and portfolio monitoring. Before joining Altrius, he served as Insurance Solutions Associate at H.I.G. Capital and as Associate in Wells Fargo Securities' Financial Institutions Investment Banking group.
- – present · 1 yearPortland, ME · Adviser representative · Firm CRD 121529
Investment adviser representative registrations
Brady Gingrich is registered as an investment adviser representative in North Carolina, since July 2025.
- North CarolinaSince 24 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2025 |
| Series 79TO | Investment Banking Registered Representative Examination | 30 July 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2021 |
| SIE | Securities Industry Essentials Examination | 24 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7397493
- Firm
- Altrius Capital Management · CRD 121529
- Role
- Portfolio Manager
- Office
- Portland, ME
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altrius-capital.com
Where does Brady Gingrich work?
Brady Gingrich has been Portfolio Manager of Altrius Capital Management, Inc. since March 2025.
Is Brady Gingrich a financial advisor?
Yes. Brady Gingrich has a current investment-adviser registration in North Carolina, through Altrius Capital Management since July 2025.
How many years of experience does Brady Gingrich have?
Brady Gingrich has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Brady Gingrich passed?
Brady Gingrich has passed 4 licensing exams: the SIE, Series 63, Series 79TO and Series 65. The earliest, the SIE, was passed in May 2021.
Where is Brady Gingrich based?
Brady Gingrich’s registered office is in Portland, ME.
Is Brady Gingrich registered with FINRA?
No. Brady Gingrich has no current broker registration.
How can I verify Brady Gingrich’s record?
Search CRD 7397493 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brady Gingrich’s full registration record.
