Unclaimed Profile

James Walton Plaster

ALTAMONT CAPITAL MANAGEMENT, LLC.·ASHEVILLE, North Carolina

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record20 years registeredALTAMONT CAPITAL MANAGEMENT, LLC.

100 COXE AVENUE, ASHEVILLE, NC 28801CRD# 4908869Firm CRD# 118979

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Walton Plaster · ASHEVILLE, NC

Registration

CRD #4908869 · ALTAMONT CAPITAL MANAGEMENT, LLC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALTAMONT CAPITAL MANAGEMENT, LLC.

FIRST CITIZENS INVESTOR SERVICES, INC.

Mar 2025 – Feb 2026

Hendersonville, NC

ALTAMONT CAPITAL MANAGEMENT

Apr 2013 – Feb 2024

ASHEVILLE, NC

BB&T INVESTMENT SERVICES, INC.

Jan 2009 – Mar 2013

ASHEVILLE, NC

BB&T INVESTMENT SERVICES, INC.

May 2008 – Dec 2008

ASHEVILLE, NC

SUNTRUST INVESTMENT SERVICES, INC.

Nov 2005 – Apr 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · November 3, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTAMONT CAPITAL MANAGEMENT, LLC.

CRD 118979 · SEC 801-107614

AUM

$272M

Regulatory assets under management

Employees

360 client accounts

Services offered by ALTAMONT CAPITAL MANAGEMENT, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTAMONT CAPITAL MANAGEMENT, LLC. →

Introduction

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Frequently Asked Questions

What services does James Walton Plaster offer?

James Walton Plaster specializes in Financial Planning, Investment Management.

What are James Walton Plaster's credentials?

James Walton Plaster holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Walton Plaster located?

James Walton Plaster is based in ASHEVILLE, North Carolina, last registered with ALTAMONT CAPITAL MANAGEMENT, LLC..

How does James Walton Plaster charge for services?

James Walton Plaster's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAMONT CAPITAL MANAGEMENT, LLC.?

ALTAMONT CAPITAL MANAGEMENT, LLC. has approximately 2 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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