Unclaimed Profile

Andrea Lee Aitken

ALTRIUS CAPITAL MANAGEMENT, INC.·NEW BERN, North Carolina

Series 6, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredALTRIUS CAPITAL MANAGEMENT, INC.

1323 COMMERCE DRIVE, NEW BERN, NC 28562CRD# 4608837Firm CRD# 121529

Profile Verification

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

Identity

Andrea Lee Aitken · NEW BERN, NC

Registration

CRD #4608837 · ALTRIUS CAPITAL MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

DARDEN WEALTH GROUP

May 2026 – present

ALTRIUS CAPITAL MANAGEMENT, INC.

Apr 2024 – Jan 2026

NOVI, MI

KROON & MITCHELL ASSET MANAGEMENT LLC

Oct 2023 – Feb 2024

GRAND RAPIDS, MI

ALTRIUS CAPITAL MANAGEMENT, INC.

Mar 2006 – Sep 2023

NEW BERN, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 3, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTRIUS CAPITAL MANAGEMENT, INC.

CRD 121529 · SEC 801-63153

AUM

$587M

Regulatory assets under management

Employees

505 client accounts

Services offered by ALTRIUS CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALTRIUS CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Andrea Lee Aitken offer?

Andrea Lee Aitken specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW BERN, North Carolina for a consultation.

What are Andrea Lee Aitken's credentials?

Andrea Lee Aitken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Lee Aitken located?

Andrea Lee Aitken is based in NEW BERN, North Carolina, working with ALTRIUS CAPITAL MANAGEMENT, INC.. Their office serves clients in the NEW BERN metropolitan area and surrounding communities.

How does Andrea Lee Aitken charge for services?

Andrea Lee Aitken's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTRIUS CAPITAL MANAGEMENT, INC.?

ALTRIUS CAPITAL MANAGEMENT, INC. has approximately 13 employees and manages $587M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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