Bluemont Capital Advisors, LLC (Vienna)

Bluemont Capital Advisors, LLC is a large advisory firm based in Vienna. It manages $115.85 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Maryland and Virginia.

Bluemont Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluemont Capital Advisors: assets under management

The assets under management (AUM) of Bluemont Capital Advisors, LLC is $115.85 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $104.35 million in discretionary accounts and $11.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $772.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bluemont Capital Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bluemont Capital Advisors, LLC

Bluemont Capital Advisors, LLC is owned by Jonathan D Wagner. Mark Vincent Stys has served as the Chief Investment Officer since 1 Dec 2008. Jonathan David Wagner joined the executive team most recently as the Portfolio Manager/Owner.

Direct owners and executive officers

Based in Vienna

The principal office where Bluemont Capital Advisors, LLC performs its advisory services is located at 2112 A Gallows Road, Vienna, VA 22182, which is also the mailing address of the firm. An additional office of the firm is in Middleburg, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-657-7610 or by fax 703-657-7615. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.bluemontcapital.com.

Registered investment advisers similar to Bluemont Capital Advisors, LLC

• Treybourne Wealth Partners
• Treybourne Wealth Planners
• Xp Private
• Xp Advisory Us
• Maps Advisory Services
• Priority Financial Partners
• Triton Financial Group
• Winslow Management Company
• Ilex Asset Management (Uk)
• Winthrop John &
• Riverstone Wealth Management
• Agri Invest
• Mazars Usa Wealth Advisors
• Tenzio Partners
• Breen Wealth Management