# Mountain Avenue Capital LLC

> Mountain Avenue Capital LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 326852
- Filed as: MOUNTAIN AVENUE CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326852
- AdvisorCensus page: https://advisorcensus.com/firm/mountain-avenue-capital-llc-326852

## Quick answers

**How is Mountain Avenue Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mountain Avenue Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mountain Avenue Capital LLC registered with the SEC or a state?**
Mountain Avenue Capital LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326852.

**How much does Mountain Avenue Capital LLC manage?**
Mountain Avenue Capital LLC reports $14,676,182 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Mountain Avenue Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (4); charitable organizations (1).

**Does Mountain Avenue Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326852

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,676,182
- Discretionary: $14,676,182
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $36,546 |
| High net worth individuals | 17 | $13,178,446 |
| Charitable organizations | 1 | $998 |
| Corporations or other businesses not listed above | 1 | $1,460,192 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mountain Avenue Capital LLC (CRD 326852): Form ADV filing data as of October 2026.