Colin Monteith

Employer firm

Altruist Advisors LLC CRD 340784

Reported services (Item 5G)

• Financial planning

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 09/2025
  Morgan Stanley
  Houston, TX
• 04/2022 → 07/2022
  Evergreen Growth Partners
  Dallas, TX
• 06/2019 → 01/2022
  Vertique Property Group
  Austin, TX
• 01/2019 → 08/2022
  Texas Christian University
  Fort Worth, TX
• 08/2018 → 12/2018
  Southern Methodist University
  Dallas, TX
• 01/2012 → 05/2018
  The Kinkaid School
  Houston, TX
• 09/2025 → 07/2026
  Ameriprise Financial Services, Llc
  Houston, TX
• 08/2026 → Present
  Altruist Advisors Llc D/B/A Eagle Nest Wealth
  Culver City, CA

Previous Registrations

• 2025-09-18 → 2026-08-05
  Ameriprise Financial Services, Llc
  Houston, TX
  Houston, TX
  Houston, TX
• 2023-05-11 → 2025-09-08
  Morgan Stanley
  Houston, TX
  Fort Worth, TX
  Houston, TX

Other Businesses

Name of the other business: CM Land Holdings LLC Investment-related; No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Part-owner of this LLC, which is how we own other pieces of farm land at our family ranch. Your position/title: Part Owner Start date of your relationship: Dec. 17, 2018 Hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: A part-owner of the LLC is to maintain pieces of land on the family ranch. Name of the other business: Eagle Nest Holdings, LP Investment-related: No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Business entity that owns ranch land and organizes business through. Position/title: Passive Owner Start date of your relationship: Jan 1, 2010 Number of hours/month: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Name of the other business: CPMFS LLC Investment-related: No Address of the other business: Houston, TX Nature of the other business: Manage advisory business and track expenses. Position/title: Owner Start date of your relationship: Oct. 1, 2025 Number of hours/month: 5 - 10 hours Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: An LLC used to track his expenses. Name of the other business: Monteith Ranch Holdings LLC Investment-related; No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Serve as CFO of my family's cattle and hunting ranch in Salado, TX. Your position/title: Part Owner and CFO Start date of your relationship: Oct. 1, 2025 Hours/month you devote to the other business: 5-10 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Provide oversight of bookkeeping and payroll, and take part in our occasional meetings.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-11

Other Names

• Colin Monteith
• Colin P Monteith