BITTERROOT CAPITAL ADVISORS LLC

CRD 109088 · SEC 801-58029

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118 EAST MAIN STREET, BOZEMAN, MT, 59715, United States

Phone

406-556-8200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.78B

Discretionary AUM

$254.0M

Team

7 total employees; 7 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCASH FLOW ANALYSIS AND ESTATE PLANNING

Client types

Type	Clients	AUM
High net worth individuals	20	$1.78B

States served

MT, TX

All web addresses on file

HTTP://WWW.BITTERROOTCAPITAL.COM/
http://www.linkedin.com/company/bitterroot-capital-advisors/

Official SEC filing: View on IAPD