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, privately owned registered investment adviser organized as an LLC and on the SEC register since 2000. The firm serves high-net-worth individuals and families and functions as a capital allocator, building portfolios through direct management, financial planning, and by selecting third-party managers. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and manager selection. Compensation is via a mix of asset-based fees and fixed fees. The firm does not identify as an active ESG investor. The firm has received external 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).