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Austin Carl Stinson

Austin Carl Stinson

CFP®
Financial Consultant·ALTUS WEALTH MANAGEMENT
FT. MITCHELL, KY
·CRD# 6375593·12 years experience

Professional Summary

Austin Carl Stinson, CFP®, who also goes by A.c. Stinson, Ac Stinson, is a registered financial advisor currently at ALTUS WEALTH MANAGEMENT, LLC located in Ft. Mitchell, Kentucky. Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Austin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

As your Financial Consultant, I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your family's unique needs. We will collaborate together to build a financial plan, make adjustments as needed, and make sure your money is working hard.

Other Aliases

A.c. Stinson, Ac Stinson

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

12 years in the financial services industry

Current & Past Employments

Current

ALTUS WEALTH MANAGEMENT, LLCCurrent·CRD# 153650
RIA
2500 Chamber Center Drive Suite 202, Ft. Mitchell, KY 41017
March 21, 2025 - Present

Past

FIDELITY PERSONAL AND WORKPLACE ADVISORSPast·CRD# 288590
RIA
Cincinnati, OH
July 13, 2018 - February 21, 2025
FIDELITY BROKERAGE SERVICES LLCPast·CRD# 7784
BD
Cincinnati, OH
August 29, 2014 - February 21, 2025
STRATEGIC ADVISERS LLCPast·CRD# 104555
RIA
Cincinnati, OH
June 26, 2015 - July 13, 2018

Education

University of Kentucky

·

Communications, Bachelor of Arts (BA)

Communications, Bachelor of Arts (BA)

2014

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Current Firm

AW
ALTUS WEALTH MANAGEMENT, LLC

ALTUS WEALTH MANAGEMENT, LLC

CRD#: 153650 / SEC#: 801-80301
RIA
Registered Investment Advisory firm - SEC (9/12/2014 Approved)
Indiana
Registered Investment Advisory firm - Indiana (5/1/2015 Terminated)
Kentucky
Registered Investment Advisory firm - Kentucky (10/14/2014 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (5/1/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/1/2015 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).

Contact Information

Main Address

2500 Chamber Center Drive Suite 202, Ft. Mitchell, KY 41017

Phone Number

(859) 815-8566

# of Employees

5

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALTUS ADV PART 2 (3/19/2026)

Regulatory Assets Under Management

Total Number of Accounts

585

AUM (Assets Under Management)

$405,169,835

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
AW
ALTUS WEALTH MANAGEMENT, LLC

ALTUS WEALTH MANAGEMENT, LLC

CRD#: 153650 / SEC#: 801-80301
RIA
Registered Investment Advisory firm - SEC (9/12/2014 Approved)
Indiana
Registered Investment Advisory firm - Indiana (5/1/2015 Terminated)
Kentucky
Registered Investment Advisory firm - Kentucky (10/14/2014 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (5/1/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/1/2015 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.
IAR
Indiana
(3/21/2025)
IAR
Kentucky
(3/21/2025)
IAR
Ohio
(3/21/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2015About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Austin Carl Stinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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