Montchanin Asset Management, LLC
Montchanin Asset Management, LLC is an SEC-registered ria in Montchanin, DE with $120.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Montchanin Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304367, SEC 801-124868, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $120.8M (2026-03-31)
- Firm type
- Ria
- Location
- Montchanin, DE
- Employees
- 2
- Clients
- 60
- CRD
- 304367
- Ownership
- MCCOY, DOUGLAS, CARPENTER; DUGDALE, WILLIAM, KIRKUS; McCoy, Douglas, Carpenter
How much AUM does Montchanin Asset Management, LLC have?
Montchanin Asset Management, LLC reported $120.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Montchanin Asset Management, LLC?
Disclosed owners and executives of Montchanin Asset Management, LLC include MCCOY, DOUGLAS, CARPENTER, DUGDALE, WILLIAM, KIRKUS, McCoy, Douglas, Carpenter. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.