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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexDelta horizon
- Established Date
- 06-18-2019
- Office Locations
- 1
Office Locations
About Montchanin Asset Management, LLC
Montchanin Asset Management, LLC is a Delaware-based RIA providing asset management and portfolio construction for retail clients. The firm emphasizes relationship-driven guidance while navigating complex markets. Public filings indicate portfolios are implemented primarily with ETFs, with smaller allocations to cash and high-quality bonds, and custody relationships including Schwab and BNY Mellon.
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Owner & Executives
DOUGLAS CARPENTER MCCOY
Chief Compliance Officer, Managing Director, Managing Partner
- CRD
- #4450939
- Ownership
- 75% or more
Douglas Carpenter McCoy Jr
MANAGING DIRECTOR
- CRD
- #8231447
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,762,028 | $1,207,620 |
| Non-Discretionary | $0 | -- |
| Total | $120,762,028 | $1,207,620 |
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Separately Managed Accounts
Total SMA Asset: $120,762,028
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $242,991,508 | 13.1% |
| Cash | $348,720,638 | 18.8% |
| Corporate - Investment Grade | $456,304,665 | 24.6% |
| Public Funds | $367,269,608 | 19.8% |
| U.S. Government/Agency | $439,610,592 | 23.7% |
| Total | $1,854,897,011 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VERTEX | RIDGE MERIDIAN | 1T1W4BLTJ | ECV | 10.74% | $89,746,134 |
| CREST INSIGHT | QUANTUM MOMENTUM | F0PC07DJH | ULTW | 7.95% | $3,143,724 |
| EAGLE FUSION | CAPITAL BRIDGE | DIEQ6FE8U | CGYKL | 4.74% | $29,961,198 |
| FOCUS PATHWAY | ZENITH PATHWAY | SQ77H02NB | PRN | 10.76% | $66,033,739 |
| EMBER VECTOR | DELTA CREST | S5RSLKBNL | GDTL | 6.03% | $30,100,888 |
| CATALYST WAVE | EAGLE NORTH | DX5NWJWC4 | GQLE | 7.28% | $5,285,921 |
| SUMMIT RIDGE | SIGNAL TIMBER | 9IV5GUS88 | TPLJ | 7.46% | $98,425,364 |
| FOUNDATION RIDGE SIGNAL | CATALYST SIGNAL | REIF2T35F | NTPER | 2.10% | $83,578,832 |