MOUNTAIN ASH CAPITAL LLC

Overview

Mountain Ash Capital LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with a fee model that blends percentage-of-AUM pricing with fixed-fee arrangements, and it manages client assets on a discretionary basis. Investment activity centers on pooled public investment vehicles—primarily mutual funds—supported by selective allocations to external alternative managers when appropriate. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices