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Portfolio Manager · Altrius Capital Management, Inc.

Brady Gingrich

CRD 7397493 · Named on Form ADV at one SEC-registered adviser

At a glance

Altrius Capital Management, Inc., an SEC-registered wealth manager based in Novi, MI with $716 million in regulatory assets, lists Brady Gingrich on its Form ADV as Portfolio Manager.

Firms and roles

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Brady’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James M. RussoPresident, CEO, and Chief Compliance Officer, Altrius Capital Management, Inc.
  • Sharon F. BoydChief Technical Officer, Altrius Capital Management, Inc.
  • Claudia CardenasChief Operations Officer, Altrius Capital Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brady’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.