MONTVUE CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- LYNCHBURG, Virginia
- CRD number
- 116807
- Registered since
- July 16, 2015
- Website
- www.montvue.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.18%
- Individuals11.33%
- Charitable Organizations0.32%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Montvue Capital Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owner-operated. The firm has been registered since 2015 and serves both individual/family and institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees, and its advisory activities focus on financial planning and portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Investment Grade Corp Bonds20%
- US Government Bonds17%
- Cash & Cash Equivalents9%
- Exchange Traded Equities5%
Owners & executives
2 of 2Lori Snead
Chief Compliance & Operations OfficerCRD 7692627
ANNE UMBARGER
Principal and Chief Investment OfficerCRD 3009750
Contacts
3 of 3ALAN KRAMER
Associate Wealth AdvisorCRD 7290125
SARAH BURNETT
PrincipalCRD 2158306
Christopher Blackwell
Investment Adviser RepresentativeCRD 7914675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$194M in ETFs
99%
$192M
1%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $27.3M | 191,843 | 14.07% |
Location
LYNCHBURG, VA
LYNCHBURG CITY
Location
LYNCHBURG, VA
Headquartered in LYNCHBURG, VA, in the South of the United States.
- Region
- South
- County
- LYNCHBURG CITY
- Address
- 900 Main St
- Time zone
- ET (UTC-5)
- Office locations
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