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Rita Hendrick-Smith

Investment adviser representative at Altrius Capital Management in Ner Bern, NC

Investment adviser registrationUpdated

Rita Hendrick-Smith is an investment adviser representative at Altrius Capital Management, Inc., an investment adviser managing $716M, and works from its Ner Bern, NC office. Rita Hendrick-Smith has been registered through Altrius Capital Management since 28 February 2012, has 14 years in the industry across 1 firm and has passed the Series 7 and Series 65.

14
Years in industry
14
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Rita Hendrick-Smith has been an investment adviser representative at Altrius Capital Management since February 2012, and is not listed among the firm’s executive officers or direct owners.

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.

  1. – present · 14 years
    Ner Bern, NC · Adviser representative · Firm CRD 121529

Credentials and registrations

Investment adviser representative registrations

Rita Hendrick-Smith is registered as an investment adviser representative in North Carolina, since February 2012.

  • North CarolinaSince 28 February 2012

Examinations

Series 6527 February 2012
Name
Uniform Investment Adviser Law Examination
Series 725 June 2008
Name
General Securities Representative Examination

Key facts

Full name
Rita Ann Hendrick-Smith
CRD
4621478
Firm
Altrius Capital Management · CRD 121529
Office
Ner Bern, NC
Registration
Investment adviser registration
In the industry since
February 2012
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Rita Hendrick-Smith work?

Rita Hendrick-Smith is an investment adviser representative registered through Altrius Capital Management, Inc. since February 2012, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Rita Hendrick-Smith a financial advisor?

Yes. Rita Hendrick-Smith has a current investment-adviser registration in North Carolina, through Altrius Capital Management since February 2012.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Rita Hendrick-Smith have?

Rita Hendrick-Smith has 14 years in the financial industry, since February 2012, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Rita Hendrick-Smith passed?

Rita Hendrick-Smith has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in June 2008.

Source: IAPD individual record, checked 24 October 2026

Where is Rita Hendrick-Smith based?

Rita Hendrick-Smith’s registered office is in Ner Bern, NC.

Source: IAPD individual record, checked 24 October 2026

Is Rita Hendrick-Smith registered with FINRA?

No. Rita Hendrick-Smith has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Rita Hendrick-Smith’s record?

Search CRD 4621478 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rita Hendrick-Smith’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Altrius Capital Management

Sources

  1. IAPD individual record, CRD 4621478, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Altrius Capital Management, Inc., filed 6 March 2026. Executive officers and direct owners; this person is not among them.