MontVue Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$321,228,418
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
191
46% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
48
Average account size
$1,681,824
About
MontVue Capital Management serves individuals (including high‑net‑worth clients), trusts, endowments, businesses, and foundations, providing discretionary investment management and stand‑alone financial planning. The firm also reviews outside retirement accounts in certain cases and offers employer‑sponsored employee financial counseling as a company benefit.
Portfolios are tailored to each client’s needs and risk tolerance, with equity exposure chiefly implemented through passively managed, widely traded ETFs and fixed‑income exposure obtained via individually selected investment‑grade corporate and municipal bonds and brokered CDs. MontVue combines fundamental and technical analysis and focuses on strategic asset allocation across equities, fixed income, and limited commodity exposure to manage risk and tax efficiency.
Noteworthy aspects include the firm’s mixed use of tax‑efficient passive ETFs together with direct bond holdings and its relatively compact discretionary asset base (about $319 million as of year‑end 2024), which the brochure says supports individualized account oversight. MontVue operates independently without soft‑dollar or referral arrangements, does not vote client proxies (clients retain voting responsibility), and recommends major custodians such as Fidelity and Charles Schwab.
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.30% annually
Account minimum: $500,000 Minimum fee: Financial Planning Minimum Fee: $1,000 annually
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
MontVue Capital Management, Inc.
900 Main Street
Lynchburg VA 24504, United States
Number of offices
1
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