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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2000
- Office Locations
- 2
Office Locations
About Bitterroot Capital Advisors LLC
Bitterroot Capital Advisors is a Bozeman, MT RIA serving a select group of high-net-worth individuals, family offices, and related entities. The firm provides investment management, portfolio construction, and financial/estate planning, with exposure across public markets, ETFs, fixed income, and alternatives (e.g., private equity/credit, real estate, hedge funds). Custody includes Schwab; relationships begin with a confidential exploratory consult.
Reported data analysis
What the numbers show
Between October 1, 2025 and August 24, 2026, reported AUM increased 22.5%, from $1.5B to $1.8B.
Across 5 reported observations, AUM increased 47.5% between March 30, 2022 and August 24, 2026, from $1.2B to $1.8B.
Of the latest reported AUM, 14.3% is discretionary and 85.7% is non-discretionary.
The firm reports 7 advisory representatives and 20 clients, or 2.9 clients per representative. That equates to $89.0M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bitterroot Capital Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW STEWART MARTZLOFF
Financial Advisor, General Partner, Managing Member
- CRD
- #4381100
- Ownership
- 50% but less than 75%
Keith A Gertsen
Partner
- CRD
- #2289103
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Seth Colella
Portfolio Analyst
- CRD
- --
Emma Keeley
Portfolio Analyst
- CRD
- --
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,984,337 | $36,283,477 |
| Non-Discretionary | $1,526,054,461 | $190,756,808 |
| Total | $1,780,038,798 | $118,669,253 |
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Separately Managed Accounts
SMA allocation detail is available
Bitterroot Capital Advisors LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bitterroot Capital Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.