Christopher C. Rolf

ALTRIUS CAPITAL MANAGEMENT

WAKE FOREST, NC 27587

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CRD#: 5359746

Professional summary

Christopher Connor Rolf is a registered financial advisor currently at ALTRIUS CAPITAL MANAGEMENT, INC. located in Wake Forest, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Connor Rolf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 13, 2015 - Present

ALTRIUS CAPITAL MANAGEMENT, INC.

Office #1: 525 S. White Street, Wake Forest, NC 27587

RIA

CRD#: 121529

WAKE FOREST, NC

Past

January 24, 2013 - July 31, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHICAGO, IL

Past

June 1, 2009 - February 16, 2012

MORGAN STANLEY

RIA

CRD#: 149777

CHICAGO, IL

Past

June 1, 2009 - February 16, 2012

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

Past

September 29, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

CHICAGO, IL

Past

September 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC. | JMR FINANCIAL GROUP, INC.

CRD#: 121529 / SEC#: 801-63153

RIA

Registered Investment Advisory firm - (5/27/2004 Approved)

Florida

Registered Investment Advisory firm - (6/2/2004 Terminated)

North Carolina

Registered Investment Advisory firm - (6/2/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/13/2015)

IAR

Texas
(12/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/2/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/10/2008

General Securities Representative Examination

Current Firm

ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC. | JMR FINANCIAL GROUP, INC.

CRD#: 121529 / SEC#: 801-63153

RIA

Registered Investment Advisory firm - (5/27/2004 Approved)

Florida

Registered Investment Advisory firm - (6/2/2004 Terminated)

North Carolina

Registered Investment Advisory firm - (6/2/2004 Terminated)

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Contact information

Main Address

39555 Orchard Hill Pl Suite 600, Novi, MI 48375

Mailing Address

Phone number

(252) 638-7598

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTRIUS CAPITAL MANAGEMENT, INC. ADV BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	1,342
AUM (Assets Under Management)	$ 626,765,786

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher C. Rolf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Connor Rolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

ALTRIUS CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2008

SIE

Date: 7/31/2015

Series 31

Date: 10/2/2008

Series 7

Date: 9/10/2008

Current Firm

ALTRIUS CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTRIUS CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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