# Montvue Capital Management, Inc.

> Montvue Capital Management, Inc. is an SEC-registered investment advisory firm in Lynchburg, VA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 116807
- Filed as: MONTVUE CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lynchburg, VA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116807
- AdvisorCensus page: https://advisorcensus.com/firm/montvue-capital-management-inc-lynchburg-va-116807

## Quick answers

**How is Montvue Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Montvue Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Montvue Capital Management, Inc. located?**
Montvue Capital Management, Inc.'s principal office is in Lynchburg, VA, according to its Form ADV.

**Is Montvue Capital Management, Inc. registered with the SEC or a state?**
Montvue Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 116807.

**How much does Montvue Capital Management, Inc. manage?**
Montvue Capital Management, Inc. reports $357,234,883 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**How have Montvue Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Montvue Capital Management, Inc.: Regulatory assets under management: $177,771,347 in the October 2021 data and $357,234,883 in the October 2026 data, up 101%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Montvue Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (86); charitable organizations (3).

**Which custodians does Montvue Capital Management, Inc. use?**
Montvue Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Montvue Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116807

**Does Montvue Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 28, 2026 says: "In general, MontVue Capital Management requires a minimum of $500,000 in total investable assets. At our discretion, we may waive this minimum."

**What changed in Montvue Capital Management, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $321,228,418 to $357,234,883 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, MontVue Capital Management requires a minimum of $500,000 in total investable assets. At our discretion, we may waive this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $357,234,883
- Discretionary: $355,516,225
- Non-discretionary: $1,718,658

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $40,464,174 |
| High net worth individuals | 86 | $314,996,541 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $1,127,500 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $646,668 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [montvue.com](https://montvue.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $177,771,347 | 4 | March 5, 2021 |
| October 2022 | $202,119,317 | 4 | September 2, 2022 |
| October 2023 | $268,119,510 | 4 | February 1, 2023 |
| October 2024 | $280,004,238 | 6 | June 13, 2024 |
| October 2025 | $321,228,418 | 5 | April 1, 2025 |
| October 2026 | $357,234,883 | 5 | January 28, 2026 |

Regulatory assets under management: $177,771,347 in the October 2021 data and $357,234,883 in the October 2026 data, up 101%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $321,228,418 to $357,234,883 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Montvue Capital Management, Inc. (CRD 116807): Form ADV filing data as of October 2026.