Montvue Capital Management, Inc.
● SEC registered since 2015CRD 116807SEC# 801-101504Lynchburg, VA
Reg. AUM
$357.2M
Employees
5
Accounts
497
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 $357.2 million in regulatory assets under management and employs 5 people.
Montvue Capital Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne M. Umbarger Control | Corporate Secretary | 50-75% | 1999 |
| Lori Hughes Snead | Chief Compliance Officer | Under 5% | 2023 |
| Sarah Umbarger Burnett Control | President | 50-75% | 1999 |
Frequently asked questions
How much does Montvue Capital Management, Inc. manage?
Montvue Capital Management, Inc. reports $357.2 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
| Address | 900 Main Street, Lynchburg, VA 24504 |
| Phone | 434-455-2795 |
| Fax | 434-455-2797 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.2M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$357.2Mregulatory AUM
Discretionary $355.5MNon-discretionary $1.7M