BLUEMONT CAPITAL ADVISORS, LLC
CRD #149168 SEC #801-72382 VIENNA, VA 703-657-7610
SEC Registered Disclosures
Total AUM
$118.8M
Discretionary
$107.3M
Employees
5
Clients
1
Accounts
136
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STYS, CAROLYN, EVE | I | MANAGING MEMBER | E | Control |
| STYS, CAROLYN, EVE | I | MANAGING MEMBER | E | Control |
| STYS, CAROLYN, EVE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STYS, CAROLYN, EVE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STYS, CAROLYN, EVE | I | MANAGING MEMBER | E | Control |
| STYS, CAROLYN, EVE | I | MANAGING MEMBER | E | Control |
| STYS, MARK, VINCENT | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| STYS, MARK, VINCENT | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| STYS, MARK, VINCENT | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| STYS, MARK, VINCENT | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| WAGNER, JONATHAN, D | I | PORTFOLIO MANAGER/OWNER | A | Control |
| WAGNER, JONATHAN, DAVID | I | PORTFOLIO MANAGER/OWNER | A | Control |
| WAGNER, JONATHAN, DAVID | I | PORTFOLIO MANAGER/OWNER | A | Control |
| WAGNER, JONATHAN, DAVID | I | PORTFOLIO MANAGER/OWNER | A | Control |
Registrations
Federal
IA
Apr 2, 2013 REGISTERED
Notice Filings (2)
MD VA
Address
2112A GALLOWS ROADVIENNA, VA 22182
United States
Phone: 703-657-7610