Overview
Altitude Capital Management LLC (hereinafter called “ACM”) is a Registered Investment
Adviser based in Des Moines, Iowa, and incorporated under the laws of the State of Iowa. ACM
is owned by Charles Johnson and Mitchell Whitney. ACM is registered with the SEC and
subject to the rules and regulations of the US Advisers Act. Founded in January 2024, ACM
provides investment advisory services, which may include, but are not limited to, the review of
client investment objectives and goals, recommending asset allocation strategies of managed
assets among investment products such as cash, stocks, mutual funds and bonds, annuities,
and/or preparing written investment strategies. Our investment advice is tailored to meet our
clients’ needs and investment objectives. Clients may impose restrictions on investing in certain
securities or types of securities (such as a product type, specific companies, specific sectors, etc.)
by providing a signed and dated written notification, of which an e-mail is also an acceptable
form of notification. ACM also provides financial planning consulting services including, but
not limited to, risk assessment/management, investment planning, estate planning, financial
organization, or financial decision making/negotiation.
ACM provides investment advisory and other financial services
through its Investment Advisory
Representatives ("IAR") to accounts opened with ACM. Managed Accounts are available to
individuals and high net worth individuals.
ACM provides discretionary and non-discretionary investment advisory services to some of its
clients through various managed account programs. ACM will assist clients in determining the
suitability of the Managed Account Programs for the client. The IAR is compensated through a
comprehensive single fee and the account may be assessed other charges associated with
conducting a brokerage business. ACM and its IAR, as appropriate, will be responsible for the
following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance,
suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment
objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document)
The firm currently does not have any assets under management.
Form ADV, Part 2A, Item 5