MONTVUE CAPITAL MANAGEMENT, INC.
  • MONTVUE CAPITAL MANAGEMENT, INC.

Adviser Profile

As of Date 01/28/2026
Registration SEC, Approved, 07/16/2015
Other registrations (2)
ADV Location LYNCHBURG, VA, United States
Contact Info 434 xxxxxxx
Websites
AUM* 357,234,883 28%
of that, discretionary 355,516,225 28%
Number of Employees 5 -17%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 718,782 13%
% High Net Worth 43.88% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

356M 305M 254M 203M 152M 102M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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