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Shon Patrick Norris

Altamont Capital Management

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About Shon Patrick Norris

Shon Patrick Norris is a Certified Financial Planner™ with Altamont Capital Management, LLC. Shon has over 20 years of experience in the financial services industry. Shon has worked with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Altamont Capital Management specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Shon is registered as an Investment Advisor Representative in North Carolina.

Firm Information

Shon Norris is currently registered with Altamont Capital Management. Altamont Capital Management is an investment advisory firm based in Asheville, NC. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They manage approximately $272 million in assets for their clients.
Altamont Capital Management

100 COXE AVENUE

ASHEVILLE, NC 28801

$272.16M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shon Norris’s Registration & Firm History

NC

01/09/2024 - Present

Altamont Capital Management (ASHEVILLE NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shon Patrick Norris.
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