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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Snead, Lori, Hughes | I | CHIEF COMPLIANCE OFFICER | NA | |
| Snead, Lori, Hughes | I | CHIEF COMPLIANCE OFFICER | NA | |
| Snead, Lori, Hughes | I | CHIEF COMPLIANCE OFFICER | NA | |
| Snead, Lori, Hughes | I | CHIEF COMPLIANCE OFFICER | NA | |
| Snead, Lori, Hughes | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT | D | Control |
| BURNETT, SARAH, UMBARGER | I | PRESIDENT | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | CORPORATE SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | ASSISTANT SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | CORPORATE SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | CORPORATE SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | CORPORATE SECRETARY | D | Control |
| UMBARGER, ANNE, M. | I | CORPORATE SECRETARY | D | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
| SCRUGGS, ANNE, UMBARGER | I | ASSISTANT SECRETARY | C | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (4)
FL NC TX VA
Address
900 MAIN STREETLYNCHBURG, VA 24504
United States
Phone: 434-455-2795