MONTVUE CAPITAL MANAGEMENT, INC.
CRD #116807 SEC #801-101504 LYNCHBURG, VA 434-455-2795
SEC Registered
Total AUM
$321.2M
Discretionary
$319.3M
Employees
5
Clients
25
Accounts
481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $321.2M | $319.3M | $2M | 5 | 0 |
| Feb 2025 | $321.2M | $319.3M | $2M | 5 | 0 |
| Jun 2024 | $280M | $277.3M | $2.7M | 6 | 0 |
| Feb 2024 | $280M | $277.3M | $2.7M | 5 | 0 |
| Feb 2023 | $268.1M | $263.2M | $4.9M | 4 | 0 |
| Oct 2022 | $202.1M | $196.6M | $5.5M | 4 | 1 |
| Sep 2022 | $202.1M | $196.6M | $5.5M | 4 | 1 |
| Feb 2022 | $202.1M | $196.6M | $5.5M | 4 | 1 |
| Feb 2022 | $202.1M | $196.6M | $5.5M | 4 | 0 |
| Jan 2022 | $202.1M | $196.6M | $5.5M | 4 | 0 |
| Nov 2021 | $177.8M | $177.8M | $0 | 4 | 1 |
| Oct 2021 | $177.8M | $177.8M | $0 | 4 | 1 |
| Mar 2021 | $177.8M | $177.8M | $0 | 4 | 1 |
| Aug 2020 | $157.2M | $157.2M | $0 | 4 | 1 |
| May 2020 | $157.2M | $157.2M | $0 | 4 | 1 |
| Mar 2020 | $157.2M | $157.2M | $0 | 4 | 1 |
| Jun 2019 | $135.5M | $135.5M | $0 | 3 | 1 |
| May 2019 | $135.5M | $135.5M | $0 | 3 | 1 |
| Mar 2019 | $135.5M | $135.5M | $0 | 3 | 1 |
| Mar 2018 | $137.1M | $137.1M | $0 | 4 | 1 |
| Oct 2017 | $125.5M | $125.5M | $0 | 2 | 0 |
| May 2017 | $125.5M | $125.5M | $0 | 2 | 100 |
| Apr 2017 | $125.5M | $125.5M | $0 | 2 | 100 |
| Mar 2017 | $125.5M | $125.5M | $0 | 2 | 100 |
| Jul 2016 | $129.7M | $129.7M | $0 | 2 | 100 |
| Feb 2016 | $129.7M | $129.7M | $0 | 3 | 100 |
| Feb 2016 | $133M | $133M | $0 | 3 | 100 |
| Jul 2015 | $102.7M | $102.7M | $0 | 3 | 100 |
| Apr 2012 | $66.1M | $66.1M | $0 | 1 | 26 |
| Apr 2012 | $66.1M | $66.1M | $0 | 1 | 26 |
| Feb 2012 | $56.6M | $56.6M | $0 | 1 | 26 |
| Mar 2011 | $50M | $50M | $0 | 5 | -- |
| Mar 2010 | $42.2M | $42.2M | $0 | 5 | -- |
| Apr 2009 | $29.9M | $29.9M | $0 | 5 | -- |
| Mar 2009 | $29.9M | $29.9M | $0 | 5 | -- |
| Mar 2007 | $30.1M | $30.1M | $0 | 5 | -- |
| Mar 2006 | $29.2M | $29.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$321.2M
Discretionary$319.3M
Non-Disc.$2M
Employees5
Clients0
DateFeb 2025
Total AUM$321.2M
Discretionary$319.3M
Non-Disc.$2M
Employees5
Clients0
DateJun 2024
Total AUM$280M
Discretionary$277.3M
Non-Disc.$2.7M
Employees6
Clients0
DateFeb 2024
Total AUM$280M
Discretionary$277.3M
Non-Disc.$2.7M
Employees5
Clients0
DateFeb 2023
Total AUM$268.1M
Discretionary$263.2M
Non-Disc.$4.9M
Employees4
Clients0
DateOct 2022
Total AUM$202.1M
Discretionary$196.6M
Non-Disc.$5.5M
Employees4
Clients1
DateSep 2022
Total AUM$202.1M
Discretionary$196.6M
Non-Disc.$5.5M
Employees4
Clients1
DateFeb 2022
Total AUM$202.1M
Discretionary$196.6M
Non-Disc.$5.5M
Employees4
Clients1
DateFeb 2022
Total AUM$202.1M
Discretionary$196.6M
Non-Disc.$5.5M
Employees4
Clients0
DateJan 2022
Total AUM$202.1M
Discretionary$196.6M
Non-Disc.$5.5M
Employees4
Clients0
DateNov 2021
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees4
Clients1
DateOct 2021
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees4
Clients1
DateAug 2020
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees4
Clients1
DateMay 2020
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2020
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees4
Clients1
DateJun 2019
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients1
DateMay 2019
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients1
DateMar 2019
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients1
DateMar 2018
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees4
Clients1
DateOct 2017
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees2
Clients100
DateApr 2017
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees2
Clients100
DateMar 2017
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees2
Clients100
DateJul 2016
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees2
Clients100
DateFeb 2016
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients100
DateFeb 2016
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees3
Clients100
DateJul 2015
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees3
Clients100
DateApr 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees5
Clients--