BITTERROOT CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2000

Total AUM

$1.8B

Discretionary

$254M

14% of AUM

Avg account

$119M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOZEMAN, Montana
CRD number: 109088
Registered since: October 20, 2000
Website: bitterrootcapital.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bitterroot Capital Advisors LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm has been registered since 2000 and serves primarily high‑net‑worth individuals and families. Its compensation model combines a percentage of assets under management with fixed fees. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of other advisers — indicating the firm acts as a capital allocator and relies on third‑party managers as part of its offering. The firm does not identify as an active ESG investor. Bitterroot has received third‑party recognition, including placement on FA Magazine’s Top RIA Firms list (2020), Citywire’s 50 Growers Across America (2020), and CNBC’s Top 100 Financial Advisory Firms (2022).