Overview
Assets Under Management: $353 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 85
Average Client Assets: $4 million
Frequently Asked Questions
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132804), BONTEMPO OHLY CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC is headquartered in BETHESDA, MD.
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC serves 85 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, BONTEMPO OHLY CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC manages $353 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, BONTEMPO OHLY CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.14
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 677
Discretionary Accounts: 677
Regulatory Filings
CRD Number: 132804
Last Filing Date: 2024-03-28 00:00:00
Website: https://bocmllc.com