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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-1999
- Office Locations
- 1
Office Locations
About Montvue Capital Management, Inc.
MontVue Capital Management is an independent RIA in Lynchburg, VA providing life-first financial planning and sensible investment advice, including tax planning, charitable giving, 529 guidance, and portfolio construction. Client base includes entrepreneurs. Investment approach centers on diversified asset allocation with a meaningful fixed-income sleeve plus mutual funds and ETFs. Uses Tamarac; custodies with Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SARAH UMBARGER BURNETT
President, Principal
- CRD
- #2158306
- Ownership
- 50% but less than 75%
ANNE M. UMBARGER
Corporate Secretary, Principal
- CRD
- #3009750
- Ownership
- 50% but less than 75%
Timber momentum
Summit fusion
- CRD
- #10428
- Ownership
- 44.3%
Showing 2 of 3 owners & executives
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Christopher Shane Blackwell
--
- CRD
- #7914675
ALAN ZANE KRAMER JR.
Wealth Advisor
- CRD
- #7290125
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,516,225 | $721,128 |
| Non-Discretionary | $1,718,658 | $429,665 |
| Total | $357,234,883 | $718,782 |
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Separately Managed Accounts
Total SMA Asset: $357,234,883
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $424,541,555 | 9.6% |
| Corporate - Investment Grade | $490,876,173 | 11.1% |
| U.S. Government/Agency | $822,549,262 | 18.6% |
| Cash | $1,136,533,121 | 25.7% |
| Equity - Exchange | $420,119,247 | 9.5% |
| Municipal Bonds | $1,127,688,504 | 25.5% |
| Total | $4,422,307,862 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL OPTIMA QUANTUM | EMBER HARBOR | J7ULOE76B | TQJ | 4.16% | $5,631,690 |
| FOUNDATION CAPITAL | TIMBER HARBOR | MTIL38SJ5 | ODSU | 2.19% | $44,114,188 |
| CATALYST CREST FRONTIER | ATLAS WAVE | AE3P12DQE | FER | 12.11% | $56,234,132 |
| ELEMENT VITAL UNISON | FUSION FUSION | 72N9S471Z | AXDT | 5.69% | $65,751,701 |
| CAPITAL ALPHA | MATRIX VECTOR | XC9UGBHDY | UJBR | 4.41% | $18,687,818 |
| GLACIER BEACON | PEAK DELTA | JYDA85IUF | EKW | 5.05% | $46,602,860 |
| RIDGE CAPITAL PEAK | FRONTIER VERTEX | T8OCQ419Y | JRG | 12.33% | $73,468,380 |
| FOCUS WAVE CATALYST | EMBER ELEMENT | ABIZZSK1G | EVSRG | 10.56% | $66,714,316 |