LYNCHBURG, VACRD 116807Latest ADV January 28, 2026
Montvue Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lynchburg, VA. Its latest Form ADV filing, dated January 28, 2026, reports $357M in regulatory assets under management, 5 employees, and 497 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
106
2
HNWI
43.9%
86
3
Charitable
1.5%
3
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$357Mas of January 28, 2026
Discretionary99.5%
$356M
100% of total RAUM99.5%
Non-discretionary0.5%
$2M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$357M
Total Accounts497
10Y AUM Change+$232M (+184.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.