Overview
Assets Under Management: $113 million
Headquarters: MONTCHANIN, DE
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Frequently Asked Questions
MONTCHANIN ASSET 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 #304367), MONTCHANIN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MONTCHANIN ASSET MANAGEMENT, LLC is headquartered in MONTCHANIN, DE.
MONTCHANIN ASSET MANAGEMENT, LLC serves 33 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, MONTCHANIN ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
MONTCHANIN ASSET MANAGEMENT, LLC manages $113 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, MONTCHANIN ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 304367
Filing ID: 2025484
Last Filing Date: 2025-11-04 12:08:39
Website: 0