Shon Norris has been Member / CCO / President of Altamont Capital Management since January 2024, is a control person of the firm and directly owns between 25% and 50% of it. Shon Norris holds a Bachelor's degree from the University of North Carolina at Asheville and a Master's degree in Accounting from Western Carolina University.
Altamont Capital Management, LLC. is an Asheville, NC firm with $412M under management, 163 clients and 2 advisers across 3 offices, as of its January 2026 filing.
Shon P. Norris is President of Altamont Capital Management, LLC. He started with the firm in May of 2000. His practice focuses primarily on financial planning and wealth management for clients of Altamont Capital Management, while he also provides tax and accounting services for mutual clients of Gould Killian CPA Group.
- Altamont Capital ManagementCurrent– present · 2 yearsAsheville, NC · Adviser representative · Firm CRD 118979
Professional designations
Listed by Altamont Capital Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Shon Norris is registered as an investment adviser representative in North Carolina, since January 2024.
- North CarolinaSince 9 January 2024
Examinations
No examinations are on Shon Norris’s record.
- Full name
- Shon Patrick Norris
- CRD
- 5865516
- Firm
- Altamont Capital Management · CRD 118979
- Role
- Member / CCO / President
- Office
- 100 COXE AVENUE, Asheville, NC 28801
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altamontcm.com
Where does Shon Norris work?
Shon Norris has been Member / CCO / President of Altamont Capital Management, LLC. since January 2024, and is a control person of the firm.
Is Shon Norris a financial advisor?
Yes. Shon Norris has a current investment-adviser registration in North Carolina, through Altamont Capital Management since January 2024.
How many years of experience does Shon Norris have?
Shon Norris has 2 years in the financial industry, since January 2024, across 1 adviser firm.
Where is Shon Norris based?
Shon Norris’ registered office is in Asheville, NC.
Is Shon Norris registered with FINRA?
No. Shon Norris has no current broker registration.
Is Shon Norris a CFP?
Altamont Capital Management lists Shon Norris with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Shon Norris’ record?
Search CRD 5865516 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shon Norris’ full registration record.