Alitus Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,848,288
Total clients
7
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$692,613
About
Alitus Financial Services serves individual investors, high-net-worth clients, and various institutional clients including trusts, foundations, and corporate retirement plans, managing roughly $4.85 million for a very small client base. The firm provides discretionary portfolio management and investment supervisory services, offers financial planning at no additional charge, and conducts educational seminars and workshops for the public.
The firm follows a value-driven investment approach grounded in fundamental analysis, favoring companies with strong balance sheets, reliable earnings and dividends, and a margin of safety, with a generally long-term orientation. Portfolio implementation is handled with a third-party money manager and supported by common research providers (e.g., Morningstar, Value Line); the firm may also use limited option strategies such as covered calls and spreads in appropriate circumstances.
What distinguishes this firm from many solo independent advisers is that its principal also operates an affiliated accounting practice, creating a formal referral relationship and the potential for integrated tax and business consulting under separate agreements. The firm’s free, non‑tailored seminars and workshops and its offering of a 401(k) daily valuation program are also uncommon features for a practice of this size and structure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Equity compensation tax strategy
Options & derivatives strategies
General tax planning
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0.00 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Main office location
Alitus Financial Services
Nixa MO, United States
Number of offices
1
Most active in
Alitus Financial Services has reported serving >5 clients in these states in the last 12 months.
Florida · Missouri · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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