Investment adviser · CRD 116807

MONTVUE CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

LYNCHBURG, VA, United States · Form ADV filed Jan 28, 2026

Regulatory AUM
$357M
Form ADV · Item 5.F
Client accounts
497
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals86$314,996,54188.2%
Individuals106$40,464,17411.3%
CharitiesFewer than 5$1,127,5000.3%
Corporations & businessesFewer than 5$646,6680.2%
Filing source

Form ADV 2045924 · Jan 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

900 MAIN STREET
LYNCHBURG, VA, 24504, United States

CRD 116807

Filing source

Form ADV 2045924 · Jan 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.