B
CRD: 132804
Bontempo Ohly Capital Management, LLC
Bethesda, MD, 20814
2404971300
$405.7M Total AUM
$405.7M Disc. AUM
8.8% 3Y CAGR
6 Employees
158 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2004
- Office Locations
- 1
Office Locations
7501 Wisconsin AVE Suite 1340 Bethesda MD
About Bontempo Ohly Capital Management, LLC
Bontempo Ohly Capital Management, LLC is a Bethesda-based RIA. The firm has been operating for 21 years. Managing $405.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$101.4M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
21.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Investment Themes
Ridge oak Zenith
Services
Prime Eagle Crest vector Signal Vital
Owner & Executives
O
ORMAND AELIO BONTEMPO
Chief Compliance Officer, President
- CRD
- #2115532
- Ownership
- 75% or more
(501) 478-5885
pathway.harbor@deltacapital.com
in linkedin.com/in/radial-quantum
J
JOHN FORBES OHLY
CFP, VICE PRESIDENT
- CRD
- #2524105
- Ownership
- Less than 5%
(241) 784-3835
signal.fusion@atlascapital.com
in linkedin.com/in/pioneer-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $405,718,205 | $586,298 |
| Non-Discretionary | $0 | -- |
| Total | $405,718,205 | $586,298 |
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Separately Managed Accounts
Total SMA Asset: $405,718,205
Equity - Exchange:
14.9% Equity - OTC:
9.0% Cash:
36.7% Municipal Bonds:
39.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $91,101,030 | 14.9% |
| Equity - OTC | $55,027,468 | 9.0% |
| Cash | $224,389,785 | 36.7% |
| Municipal Bonds | $240,898,025 | 39.4% |
| Total | $611,416,308 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK PEAK HARBOR | FOCUS QUANTUM | XY0DIGMSL | OGAIK | 11.36% | $22,013,824 |
| ELEMENT DELTA | VERTEX HARBOR | ADDSOA2MF | NUA | 8.53% | $63,465,390 |
| VITAL TIMBER VALUE | BRIDGE NORTH | W2YPI245Z | KKZ | 10.90% | $80,249,991 |
| MERIDIAN MOMENTUM RADIAL | VALUE WAVE | AJHJED212 | FNK | 11.85% | $76,374,979 |
| VERTEX EMBER PATHWAY | FUSION TIMBER | V7YESL3L2 | MDB | 2.06% | $83,467,122 |
| HORIZON BRIDGE | ATLAS DELTA | IHW660P6V | SYXFL | 1.82% | $81,207,091 |
| VITAL ZENITH DELTA | PRIME ZENITH | 228KIU0P6 | ZOTNK | 8.47% | $112,334,770 |
| PIONEER MATRIX | INSIGHT PRIME | 55O1OQCS2 | THPZT | 4.37% | $59,835,372 |