BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2004
Total AUM
$406M
Discretionary
$406M
100% of AUM
Avg account
$586K
Accounts
692
Employees
6
Advisory reps
2

Firm details

Headquarters
BETHESDA, Maryland
CRD number
132804
Registered since
October 19, 2004
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.49%
  • Individuals5.08%
  • Pension & Profit Sharing Plans2.22%
  • Corporations / Businesses2.2%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bontempo Ohly Capital Management, LLC is an independent RIA formed in 2004 and held as an individual-owned LLC. The firm serves both individual/family and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its billing blends AUM-based fees with hourly and fixed-fee arrangements. The adviser reports it is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 30%, Non-Exchange Traded Equities 28%, Cash & Cash Equivalents 24%, State & Local Bonds 18%30%
  • Exchange Traded Equities30%
  • Non-Exchange Traded Equities28%
  • Cash & Cash Equivalents24%
  • State & Local Bonds18%

Contacts

2 of 2

  • ORMAND BONTEMPO

    PresidentCRD 2115532

  • JOHN OHLY

    Vice PresidentCRD 2524105

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$109M in ETFs

Passive

100%

$109M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EAFE ETF (EFA)BlackRockPassiveForeign Large Blend$55.4M570,66150.86%
Unlock additional holdings →

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7501 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth