Montvue Capital Management, Inc.
Firm details
- Headquarters
- Lynchburg, Virginia
- CRD number
- 116807
- Registered since
- July 16, 2015
- Website
- www.montvue.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.18%
- Individuals11.33%
- Charitable Organizations0.32%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Montvue Capital Management, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small-business owners. The firm is registered with the SEC (registered in 2015) and operates as an owner-controlled corporation. Its client base includes both individual and family clients as well as institutional relationships. Montvue charges a mix of asset-based fees and fixed fees and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds44%
- Investment Grade Corp Bonds20%
- US Government Bonds17%
- Cash & Cash Equivalents9%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$221M in ETFs
99%
$219M
1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $30.3M | 182,354 | 13.69% |
Location
Lynchburg, VA
Lynchburg City
Location
Lynchburg, VA
Headquartered in Lynchburg, VA, in the South of the United States.
- Region
- South
- County
- Lynchburg City
- Address
- 900 Main St
- Time zone
- ET (UTC-5)
- Office locations
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