Monticello Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 148329
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.26%
- HNWI34.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Monticello Capital Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base of individuals and families. Its fee arrangements are flexible—percentage-of-AUM billing is available alongside hourly and fixed-fee engagements—allowing it to accommodate different client needs and project-based work. The firm does not position itself as an ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related 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
- Non-Exchange Traded Equities55%
- Exchange Traded Equities29%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds6%
Owners & executives
1 of 1
Domenick Masotti
Chief Compliance OfficerCRD 1959286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations