Montvue Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$355,460,715
Clients
192
Advisors
4
of 5 employees
About
MontVue Capital Management provides discretionary investment management and financial planning for individuals (including high‑net‑worth clients), trusts, endowments, businesses, and foundations. The firm also offers standalone financial planning and can provide financial advisory and counseling services to employees as a company‑provided benefit.
The firm structures portfolios around broad asset allocation between equities and fixed income, using passively managed exchange‑traded funds for equity exposure and individual investment‑grade corporate and municipal bonds, brokered CDs, and mutual funds for fixed income. MontVue combines fundamental and technical analysis to tailor portfolios to each client’s objectives and risk tolerance and performs periodic account reviews and rebalancing.
Managing roughly $355 million in discretionary assets across about 196 client relationships with a four‑advisor team, the firm emphasizes a relatively small, manageable client base and oversight by its principals. MontVue recommends major custodians (including Fidelity, Charles Schwab, and American Funds for 529s), does not receive soft‑dollar benefits, and leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.30%
Account minimum: $500,000 Minimum fee: Financial Planning Fee: Annual minimum fee of $1,000 Fee-only: Financial Planning fees for non-investment management clients starting at $1,000 annually (minimum); fees may be negotiable
Main office
900 Main Street
Lynchburg VA 24504
Advisors at this office
4
Most active in
North Carolina · 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
Alan K
CFP®, Series 65
Lynchburg, VA
Montvue Capital Management, Inc.
Alan Kramer is a CFP® and holds a Series 65 license with five years of industry experience. He has been with MontVue Capital Management since 2019 and previously worked at Prestige Consumer Healthcare and Liberty University Online. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations with discretionary investment management and financial planning. The firm uses a combination of passive ETFs and selected fixed-income securities, employing both fundamental and technical analysis to tailor portfolios according to client needs and risk tolerance.
Sarah B
Series 65
Lynchburg, VA
Montvue Capital Management, Inc.
Sarah Burnett is a financial advisor at MontVue Capital Management, Inc. in Lynchburg, VA, holding a Series 65 designation with 26 years of industry experience. She has been with MontVue Capital Management since 1999. MontVue Capital Management provides discretionary investment management and financial planning services to individuals, trusts, endowments, businesses, and foundations. The firm tailors portfolios to client needs using a mix of tax-efficient passive ETFs and individually selected investment-grade bonds, focusing on strategic asset allocation and risk management.
Anne U
Series 65
Lynchburg, VA
Montvue Capital Management, Inc.
Anne Umbarger is a financial advisor at MontVue Capital Management, Inc. in Lynchburg, VA, holding a Series 65 designation with 26 years of industry experience. She has been with MontVue Capital Management since 1999. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations by providing discretionary investment management and stand-alone financial planning. The firm uses a tailored approach combining tax-efficient passive ETFs and individually selected bonds, focusing on strategic asset allocation to manage risk and tax efficiency.
Christopher B
Series 65
Lynchburg, VA
Montvue Capital Management, Inc.
Christopher Blackwell is a financial advisor at MontVue Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Domino's, UPS, Kroger, Tessy Plastics, Sears, and Crown Laundry. MontVue Capital Management provides discretionary investment management and financial planning services to individuals, trusts, endowments, businesses, and foundations. The firm emphasizes broad asset allocation using passively managed ETFs and fixed-income securities, tailoring portfolios based on fundamental and technical analysis to clients’ objectives and risk tolerance.
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