Montvue Capital Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 116807
- SEC number
- 801-101504
- Firm type
- RIA
- Assets under management
- $357.2M as of Jan 28, 2026
- Website
- www.montvue.com ↗
- Phone
- 434-455-2795
- Address
- 900 Main Street, Lynchburg, VA, 24504
Advisors at this firm
4 in our index · page 1 of 1
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Sarah Umbarger BurnettCRD 2158306 · Lynchburg, VAIA Registered
-
Christopher Shane BlackwellCRD 7914675 · Lynchburg, VAIA Registered
-
Alan Zane KramerCRD 7290125 · Lynchburg, VAIA Registered
-
Anne M. UmbargerCRD 3009750 · Lynchburg, VAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 116807 ↗
FINRA BrokerCheck record for firm CRD 116807 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.