Bontempo Ohly Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 31, 2026, reports $406M in regulatory assets under management, 6 employees, and 692 accounts.
Assets Under Management
$406M
Employees
6
Offices
--
Total Clients
158
Primary office
BETHESDA, MD
7501 WISCONSIN AVE, SUITE 1340E, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
91
2
Individuals
39.2%
62
3
Corporations
3.2%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$406Mas of March 31, 2026
Discretionary100.0%
$406M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$406M
Total Accounts692
10Y AUM Change+$174M (+75.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee26:1
10Y Employee Change+5 (+500.0%)
* 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.