Overview
Assets Under Management: $321 million
Headquarters: LYNCHBURG, VA
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Frequently Asked Questions
MONTVUE CAPITAL MANAGEMENT, INC. 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 #116807), MONTVUE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MONTVUE CAPITAL MANAGEMENT, INC. is headquartered in LYNCHBURG, VA.
MONTVUE CAPITAL MANAGEMENT, INC. serves 88 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, MONTVUE CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MONTVUE CAPITAL MANAGEMENT, INC. manages $321 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, MONTVUE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 481
Discretionary Accounts: 477
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 116807
Last Filing Date: 2025-02-12 00:00:00
Website: https://montvue.com