RIA Intel›Advisers›Maryland›INALTIS CAPITAL MANAGEMENT, LLC

INALTIS CAPITAL MANAGEMENT, LLC

Advisory

MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$449K

across 76 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$33M

Non-Discretionary AUM$1M

Discretionary %96.9%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

28 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

WEALTH MANAGEMENT INSTITUTE LTD.

$33M

FORTY4 FINANCIAL, BENEFIT LLC

$33M

BAYVIEW INVESTMENT COUNSEL, INC

STEVENSVILLE, MD

$35M

CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC.

$33M

CHESAPEAKE CAPITAL MANAGEMENT, LLC

$33M

FOXMAN ASSET ADVISORS INC.

$32M

Get the full picture on INALTIS CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INALTIS CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans