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BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CRD 132804 · SEC 801-63584
7501 WISCONSIN AVE, SUITE 1340E, BETHESDA, MD, 20814, United States
Phone
240-497-1300
Fax
240-497-1304
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$405.7M
Discretionary AUM
$405.7M
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $20.6M |
| High net worth individuals | 91 | $367.1M |
| Corporations/business entities | 5 | $8.9M |
States served
DE, MD, NJ, NY, NC, SC, VA, TX, NH, FL
Official SEC filing: View on IAPD