Bontempo Ohly Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$387,761,549
Clients
153
Advisors
2
of 6 employees
About
Bontempo Ohly Capital Management provides discretionary investment supervisory services, financial planning, and consultations primarily to individuals (including high‑net‑worth clients), families, trusts, estates, and retirement plans. The firm manages roughly $405.7 million across about 153 client relationships and delivers advice on a percentage‑of‑AUM, hourly, or fixed‑fee basis.
The firm relies on a strict quantitative, model‑driven approach and customizes portfolios to each client’s stated risk tolerance, time horizon, and goals, employing both long‑ and short‑term securities strategies and making ongoing discretionary adjustments. Accounts are reviewed on an ongoing basis by senior personnel and trades are executed through recommended brokers selected for execution quality, settlement capabilities, and service, with the firm able to aggregate orders across client accounts.
Bontempo Ohly is a wrap‑fee program sponsor — a relatively uncommon feature for supported firms — and combines that model with an institutional relationship with Charles Schwab that provides operational benefits such as dedicated trading support, reporting tools, and account services. The firm’s policies further distinguish it from many peers by prohibiting the use of soft dollars, declining proxy‑voting authority (leaving voting to clients), and maintaining a formal securities compliance program governing personal trading.
Client services
Expertise
Fee options
Fixed fees for planning services possible if agreed with client prior to service
$0 - $1,999,999: 1.0% equity, 0.50% fixed income $2,000,000 - $4,999,999: 0.90% equity, 0.45% fixed income $5,000,000 - $9,999,999: 0.80% equity, 0.40% fixed income $10,000,000 - $24,999,999: 0.70% equity, 0.35% fixed income $25,000,000 - $49,999,999: 0.60% equity, 0.30% fixed income $50,000,000 - $74,999,999: 0.55% equity, 0.275% fixed income $75,000,000 - $99,999,999: 0.50% equity, 0.25% fixed income $100,000,000+: 0.40% equity, 0.20% fixed income
$375 per hour for financial planning; $650 per hour for consultation services
Account minimum: $500,000 Fee-only: Financial planning services: $375 per hour; Consultation services: $650 per hour; Fixed fees possible for planning services if agreed
Main office
7501 Wisconsin Ave, Suite 1340
Bethesda MD 20814
Advisors at this office
2
Most active in
Delaware · Florida · Maryland · New Hampshire · New Jersey · New York · North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John O
Series 63, Series 65
Bethesda, MD
Bontempo Ohly Capital Management, LLC
John Ohly is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Bontempo Ohly since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling and customized portfolios based on client risk tolerance, time horizon, and goals, operating with discretionary trading authority and conducting ongoing portfolio reviews.
Ormand B
Series 63, Series 65
Bethesda, MD
Bontempo Ohly Capital Management, LLC
Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.
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