Mountain Capital Management, LLC

Mountain Capital Management, LLC (CRD# 281465) is a financial advisory firm headquartered in Houston, TX. They manage $667,760,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $166,940,000
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, TX

Financial Advisors at Mountain Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John D. Wehrle
CRD#: 3270736
Houston, TX
93
Wealthminder
score

John Wehrle (CRD# 3270736) is an Investment Advisor Representative working at Mountain Capital Management, LLC in Houston, TX and has over 6 years of experience in the finance industry.

2
Samuel W. Oh
CRD#: 3270306
811 Louisiana Street, Suite 2550, Houston, TX 77002
90
Wealthminder
score

Samuel Oh (CRD# 3270306) is an Investment Advisor Representative working at Mountain Capital Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

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