ALTITUDE CAPITAL MANAGEMENT LLC

CRD

329366

SEC file #

801-129287

EIN

—

DBA names

—

Economics

AUM

$103.6M

AUM band

$100M-$500M

AUM trajectory

'25 · $49.4M

'26 · $103.6M

'25'26

$49.4M → $103.6M▲ +110%

sec adv history

Client mix

Individuals Other	360
Individuals High Net Worth	128

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 16 advisors

'26 · 26 advisors

'25'26

16 advisors → 26 advisors▲ +63%

sec adv history

Primary office

DES MOINES IA

Branches

—

Custodian & Brokerage

Primary custodian

Altruistlow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/16/2026

ADV-W filed at

—

Website

altitudecm.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

JOHNSON, CHARLES, E

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

JOHNSON, CHARLES, E

WHITNEY, MITCHELL, NOLAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ALTITUDECM.COM

Rdap Domain Creation Date

2023-02-07T05:28:31Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3405

Soi Zip Pct 200k Plus

0.1509

Soi Zip Returns 200k Plus

1,130

Soi Zip Total AGI

1,036,138

Fdic Zip Total Deposits

11,265,021,000

Fdic Zip Branch Count

142

Fdic Zip Top Banks

Bank of America, National Association

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Altruist	4
E*trade	4

adv brochure

Fdic Zip Branches Raw

Boatmen's Bank Iowa, National AssociationDes Moines, IA

Metropolitan Federal Bank, FSBDes Moines, IA

Fdic Zip HHI

3253.54

Fdic Zip Top Bank Share Pct

45.08

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-07T05:28:31Z

Rdap Domain Last Changed

2026-01-08T05:55:14Z

Rdap Nameservers

Dns1.registrar-servers.comDns2.registrar-servers.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	18,444
Returns	1,540

Stub 2

AGI	56,442
Returns	1,510

Stub 3

AGI	72,544
Returns	1,180

Soi Zip Total Business Income

26,704

Soi Zip Total Cap Gains

76,772

Soi Zip Total Dividends

47,139

Soi Zip Total Returns

7,490

Top Owner CRD

7840132

Trust Company Affiliate