A complete list of active advisors currently associated with Mountain Avenue Capital LLC

Warmer can help you find a great advisor at Mountain Avenue Capital LLC or one who fits your needs even better.

The firm provides discretionary and non‑discretionary asset management and financial planning and consulting services to individual and business clients, with portfolios and plans tailored to each client’s goals, time horizon, and risk tolerance. It generally focuses on high‑net‑worth individuals and business entities rather than serving non‑high‑net‑worth retail investors, using account criteria that steer relationships toward wealthier households and corporate clients. The investment process blends fundamental analysis and Modern Portfolio Theory to build customized asset allocations and may include option strategies and margin where appropriate. The firm offers both discretionary trading authority and non‑discretionary advice, with periodic (at least quarterly) account reviews and ongoing monitoring of portfolios. Noteworthy differences from many solo independent advisors include an explicit emphasis on serving corporate or business clients alongside high‑net‑worth individuals, an operational requirement to use a single custodian (Charles Schwab), and a policy of leaving proxy voting to clients. The firm’s principal holds a CFA charter and maintains non‑investment leadership roles that occupy roughly 15% of their time, which the brochure describes as non‑investment activities rather than conflicts of interest.

To learn more about the advisors currently working at Mountain Avenue Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sagar Bhimavarapu	New Providence, NJ	28

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