Bontempo Ohly Capital Management, LLC

Bontempo Ohly Capital Management, LLC (CRD# 132804) is a financial advisory firm headquartered in Bethesda, MD. They manage $315,431,608 in 669 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
7501 Wisconsin Ave, Suite 1340, Bethesda, MD 20814
By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $471,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MD, NC, NH, NY, SC, TX, VA

Financial Advisors at Bontempo Ohly Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ormand Bontempo, financial advisor Bethesda MD
Ormand A. Bontempo
CRD#: 2115532
7501 Wisconsin Ave, Suite 1340, Bethesda, MD 20814

Ormand Bontempo (CRD# 2115532) is an Investment Advisor Representative working at Bontempo Ohly Capital Management, LLC in Bethesda, MD and has over 32 years of experience in the finance industry.

2
John Ohly, financial advisor Bethesda MD
John F. Ohly
CRD#: 2524105
7501 Wisconsin Ave, Suite 1340, Bethesda, MD 20814

John Ohly (CRD# 2524105) is an Investment Advisor Representative working at Bontempo Ohly Capital Management, LLC in Bethesda, MD and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals