Bontempo Ohly Capital Management, LLC (Bethesda)

Bontempo Ohly Capital Management, LLC is a large advisory firm based in Bethesda. It manages $245.8 million of regulatory assets for 567 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Maryland, New Hampshire, and 4 other states.

Bontempo Ohly Capital Management provides financial planning services, portfolio management for individuals and small businesses, and consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bontempo Ohly Capital Management: assets under management

The assets under management (AUM) of Bontempo Ohly Capital Management, LLC is $245.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 146% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $245.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $433.51 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 30% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 25% of the firm’s portfolio. Investments in state and local bonds form 23% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bontempo Ohly Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ormand Aelio Bontempo serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Ormand Aelio Bontempo is high net worth individuals with 103 clients and $230.3 million of assets under management. Among the 8 most similar advisory firms, Bontempo Ohly Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $241.8 million for 135 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bontempo Ohly Capital Management doesn't advise any private funds.

Careers at Bontempo Ohly Capital Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ormand Aelio Bontempo has been acting as President since 1 Oct 2004. John Forbes Ohly joined the executive team most recently as the Vice President/Cfp/Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ormand Aelio Bontempo	President/chief compliance officer/member	1 Oct 2004	75% - 100%	2115532
John Forbes Ohly	Vice-president/cfp/member	1 Oct 2004	Other	2524105

Based in Bethesda

The principal office where Bontempo Ohly Capital Management, LLC performs its advisory services is located at 7501 Wisconsin Ave, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 240-497-1300 or by fax 240-497-1304. The normal business hours are 8:30am-5:00pm on Monday - Friday.