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Montvue Capital Management, Inc.

● SEC registered since 2015CRD 116807SEC# 801-101504Lynchburg, VA
Export (members)
Reg. AUM
$321.2M
Employees
5
Accounts
481
Location
Lynchburg, VA

Montvue Capital Management, Inc. assets under management

Montvue Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 2015. It reports $321.2 million in regulatory assets under management and employs 5 people.
www.montvue.comView on SEC.gov ↗

Montvue Capital Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Anne M. Umbarger ControlCorporate Secretary50-75%1999
Lori Hughes SneadChief Compliance OfficerUnder 5%2023
Sarah Umbarger Burnett ControlPresident50-75%1999

Frequently asked questions

How much does Montvue Capital Management, Inc. manage?

Montvue Capital Management, Inc. reports $321.2 million in regulatory assets under management on its Form ADV.

How many employees does Montvue Capital Management, Inc. have?

Montvue Capital Management, Inc. reports 5 employees.

Where is Montvue Capital Management, Inc. located?

Montvue Capital Management, Inc. is based in Lynchburg, VA and has been SEC-registered since 2015.

Does Montvue Capital Management, Inc. disclose fund performance?

Montvue Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 Main Street, Lynchburg, VA 24504
Phone434-455-2795
Fax434-455-2797
Office hours8:30a.m. To 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$319.3M
Non-discretionary$2M
Total (RAUM)$321.2M