← Back to searchVisit website
MONTVUE CAPITAL MANAGEMENT, INC.
CRD 116807 · SEC 801-101504
900 MAIN STREET, LYNCHBURG, VA, 24504, United States
Phone
434-455-2795
Fax
434-455-2797
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.2M
Discretionary AUM
$355.5M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $40.5M |
| High net worth individuals | 86 | $315.0M |
| Charitable organizations | 3 | $1.1M |
| Corporations/business entities | 1 | $647K |
States served
NC, VA
All web addresses on file
Official SEC filing: View on IAPD