Montvue Capital Management, Inc.
Montvue Capital Management, Inc. is an SEC-registered wealth manager in Lynchburg, VA with $357.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Montvue Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116807, SEC 801-101504, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $357.2M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Lynchburg, VA
- Employees
- 5
- Clients
- 196
- CRD
- 116807
- Ownership
- SCRUGGS, ANNE, UMBARGER; BURNETT, SARAH, UMBARGER; Snead, Lori, Hughes; UMBARGER, ANNE, M.
How much AUM does Montvue Capital Management, Inc. have?
Montvue Capital Management, Inc. reported $357.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Montvue Capital Management, Inc.?
Disclosed owners and executives of Montvue Capital Management, Inc. include SCRUGGS, ANNE, UMBARGER, BURNETT, SARAH, UMBARGER, Snead, Lori, Hughes, UMBARGER, ANNE, M.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.