Devil Mountain Investment Management

Overview

Devil Mountain Investment Management is an independent RIA organized as a corporation that serves individual and family clients through financial planning and portfolio management. The firm charges a percentage-of-AUM fee and focuses its allocations on public equities while supplementing client portfolios with mutual funds and third‑party alternative fund managers. The adviser is not an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. Investment activity centers on equity exposure delivered primarily through exchange-traded securities, with equity positions representing the single largest segment of client assets. Advisory mandates are non-discretionary, which indicates the firm provides recommendations and implements strategies with client approval rather than exercising full discretionary trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices