Mountain Avenue Capital LLC

Overview

Mountain Avenue Capital LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates under an owner-managed structure and charges clients primarily as a percentage of assets under management, with the option of hourly billing for planning work. Mountain Avenue Capital leans toward equity-focused portfolios and uses exchange-traded equities as its primary building blocks, while supplementing those allocations with mutual funds and allocations to third‑party real estate managers for diversification and income. The firm serves both individual/family and institutional clients but runs a relatively concentrated book of business: few clients, with customized portfolios and hands-on planning. Mountain Avenue Capital is not positioned as an ESG specialist, and it does not report being a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices