Bontempo Ohly Capital Management, LLC
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
FINTRXOverview
Bontempo Ohly Capital Management, LLC is an independent, privately owned RIA that has been SEC-registered since 2004. The firm serves high-net-worth individuals, families and select institutional clients, providing financial planning and discretionary portfolio management geared toward individuals and small businesses. Its compensation model includes asset-based fees alongside hourly and fixed-fee arrangements. The firm reports a preference for equities as the primary asset class and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities30%
- Non-Exchange Traded Equities28%
- Cash & Cash Equivalents24%
- State & Local Bonds18%
Contacts
2 of 2Ormand Bontempo
PresidentCRD 2115532
John Ohly
Vice PresidentCRD 2524105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$121M in ETFs
100%
$121M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $61.5M | 82,110 | 50.89% |
Location
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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