Claudia Cardenas is not listed as a control person, but directly owns under 5% of Altrius Capital Management.
Altrius Capital Management is an investment adviser based in Novi, MI, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $716 million, as filed on 6 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8051483
- Firm
- Altrius Capital Management · CRD 121529
- Role
- Chief Operations Officer
- In role since
- January 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Novi, MI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Claudia Cardenas work?
Claudia Cardenas has been Chief Operations Officer of Altrius Capital Management, Inc. since January 2025.
How can I verify Claudia Cardenas’ record?
Claudia Cardenas’ role is listed on Altrius Capital Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 121529.
