Maxwell T. Greenberg

ALTRIUS CAPITAL MANAGEMENT

Pensacola, FL

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CRD#: 7507775

Professional summary

Maxwell T. Greenberg, CFP® is a registered financial advisor currently at ALTRIUS CAPITAL MANAGEMENT, INC. located in Pensacola, Florida.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Maxwell has worked at 1 firm and has passed the Series 65 exam.

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 Maxwell T. Greenberg'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

March 2, 2022 - Present

ALTRIUS CAPITAL MANAGEMENT, INC.

RIA

CRD#: 121529

Pensacola, FL

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
(3/2/2022)

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 65

Date: 2/12/2022

Uniform Investment Adviser Law 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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Maxwell T. Greenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxwell T. Greenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTRIUS CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

ALTRIUS CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2022

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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