Altair Financial LLC

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Total assets under management

Total clients

Total advisors

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Altair Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, preparing written Investment Policy Statements and implementing long-term strategies across mutual funds, ETFs, equities, fixed income and real estate funds. The firm reports no assets under management as of its most recent filing and does not participate in wrap fee programs.

The firm emphasizes a mix of fundamental analysis and modern portfolio theory, with a primary use of index funds and long-term trading to align portfolios with client risk tolerances and objectives. In addition to asset-based advisory billing, the firm offers fixed-fee and hourly financial planning engagements, with hourly billing available for certain planning work.

A distinctive aspect of the firm is its principal’s active involvement in the real estate business as a licensed broker and owner of rental-property holding entities, an outside business activity disclosed in the brochure that can involve commissionable transactions and is reported to consume significant weekly time. The firm does not engage third‑party sub‑advisers, uses institutional custody relationships that may provide research or soft‑dollar benefits, and discloses it does not accept performance‑based fees.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.)

Fee options

Fixed

$1,500 to $5,000 fixed fee for financial planning

Percentage

0.50% annually

Project-based

$100 to $500 per hour

Main office location

Altair Financial LLC

167 E. Chatham Street, Suite 300

Cary NC 27511, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (919) 297-8778

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