Altitude Capital Management provides financial planning and portfolio management for individuals and small businesses.
Altitude Capital Management reports 488 clients. They include 360 individual clients and 128 high-net-worth individuals. Of its assets, 100.0% ($104M across 488 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 78% |
| High-net-worth individuals | 26% | 22% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 360 | $81.2M | 78.4% | $226K |
| High-net-worth individuals | 128 | $22.4M | 21.6% | $175K |
| Total | 488 | $104M | 100% | $212K |
- Clients
- 360
- Regulatory AUM
- $81.2M
- AUM share
- 78.4%
- Avg. per client
- $226K
- Clients
- 128
- Regulatory AUM
- $22.4M
- AUM share
- 21.6%
- Avg. per client
- $175K
Total
- Clients
- 488
- Regulatory AUM
- $104M
- AUM share
- 100%
- Avg. per client
- $212K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Altitude Capital Management charges up to 2.00% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Hourly or Fixed
- Financial planning is billed hourly at $200 to $500 an hour, or as a fixed fee of $500 to $2,500 per consulting project; fees are negotiable and billed in arrears.
Charles Johnson owns 25% to 50% of Altitude Capital Management. It has 28 employees, 26 of them in advisory roles.
Staff
- 28 employees
- 26 in advisory functions
- 26 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Altitude Capital Management LLC
Charles Johnson
Control person · since January 2024
- Owns 25% to 50% of Altitude Capital Management LLC
Mitchell Whitney
Control person · since January 2024
- Owns 10% to 25% of Altitude Capital Management LLC
Dennis Snoozy
Control person · since January 2024
Altitude Capital Management’s regulatory assets grew Infinity× from $0 (May 2024) to $104M (October 2026); employees rose from 5 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Oct 2026October 2026 | $104M | 488 | 28 | 28 |
| Jul 2025July 2025 | $49.4M | 295 | 17 | 17 |
| May 2024May 2024 | $0 | 0 | 5 | 4 |
Besides its headquarters, Altitude Capital Management has 27 offices, with 28 listed addresses across 19 states.
Florida · 3 listed addresses
- 4851tamiami Trail North, Naples
- 801 Northpoint Parkway, West Palm Beach
- 801 International Parkway, Lake Mary
Pennsylvania · 3 listed addresses
- 1007 N. Front Street, Harrisburg
- 1003 N. George Street, York
- 630 Freedom Business Center DR., King of Prussia
Iowa · 2 listed addresses
- 2015 Grand Avenue, Suite 100, Des MoinesHQ
- 2015 Grand Ave, Des Moines
New Jersey · 2 listed addresses
- 1040 Kings Hwy N., Cherry Hill
- 3600 Route 66, Neptune
North Carolina · 2 listed addresses
- 4208 Six Forks Road, Raleigh
- 4301 Morris Park DR., Minthill
South Carolina · 2 listed addresses
- 7 Henderson RD., Greenville
- 502 North Main St, Anderson
Texas · 2 listed addresses
- 1414 Friendswood SR, Friendswood
- 111 Congress Ave., Austin
Arizona · 1 listed address
- 1910 South Stapley Drive, Mesa
Arkansas · 1 listed address
- 1100 North University Ave., Little Rock
California · 1 listed address
- 333 City BLVD. West, Orange
Idaho · 1 listed address
- 408 S. Eagle RD., Eagle
Illinois · 1 listed address
- 100 Illinois Street, Suite 200, St. Charles
Louisiana · 1 listed address
- 315 S. College RD., Lafayette
Michigan · 1 listed address
- 2723 South State St., Ann Arbor
Missouri · 1 listed address
- 111 West Port Drive, St. Louis
New Hampshire · 1 listed address
- 1 New Hampshire Ave, Portsmouth
Ohio · 1 listed address
- 5335 Far Hills Ave., Dayton
Tennessee · 1 listed address
- 2700 S Roan Street Suite 410, Johnson City
Washington · 1 listed address
- 1201 Pacific Avenue Suite 603, Tacoma
Other business names
Altitude Capital Management has reported 23 other business names to the SEC.
- Ajm Financial Group
- Anderson Financial, LLC
- Beacon Retirement Strategies
- Campbell Asset Management
- Concierge Financial Group
- Fitzgerald Retirement Strategies
- Fortress Retirement Planning
- Gem Tactical Wealth
- Gladius Wealth Advisors
- Glass Wealth
- Guidents
- MLG Financial Services
Show all 23 names
- Natoli Financial Planning
- PNW Retirement Income Advisors
- Peaks Wealth Advisors
- Sage Financial
- Shilling Financial
- Sjolund Financial Services
- Ta Financial Strategy
- Thomas D. Clark
- Three Trees Retirement Partners
- Tuttle Insurance & Financial Services
- Vision Wealth Management
Contact and registration details
- Legal name
- Altitude Capital Management LLC
- Headquarters
- 2015 Grand Avenue, Suite 100, Des Moines, IA 50312
- Website
- altitudecm.com
- Phone
- 515-207-3310
- SEC file
- 801-129287
- Structure
- Iowa LLC
- Fiscal year end
- December
Altitude Capital Management’s named custodian for separately managed accounts is Altruist ($102M). Altitude Capital Management does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $102M100%
At year end, Altitude Capital Management’s separately managed accounts were mostly in funds (61%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds61%
- Cash7%
How many clients does Altitude Capital Management have?
Altitude Capital Management has 488 clients and manages $104 million for them, as of October 2026. They include 360 individual clients and 128 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Altitude Capital Management offer?
Altitude Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Altitude Capital Management charge?
Altitude Capital Management charges up to 2.00% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Altitude Capital Management use?
Altitude Capital Management’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $102M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Altitude Capital Management have?
Altitude Capital Management has 26 investment adviser representatives registered with state securities authorities, out of 28 employees, and 26 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Altitude Capital Management invest in?
At the end of its last fiscal year, Altitude Capital Management’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Altitude Capital Management?
Altitude Capital Management’s direct owners are Dennis Snoozy, Charles Johnson and Mitchell Whitney, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Altitude Capital Management get paid?
Altitude Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Altitude Capital Management?
Altitude Capital Management’s main office is at 2015 Grand Avenue, Suite 100, Des Moines, IA 50312. Its phone number is 515-207-3310. Its website is altitudecm.com.
