Bontempo Ohly Capital MGMT is an investment advisor in Bethesda with $332.80 mm assets under management.
Company profile
Employees
Location
Fiscal year end
SEC CIK
IRS number
432055001
SEC advisor number
801-63584
FINRA CRD number
132804
AUM ?
$332.80 mm
(as of 5 Jul 22)
Accounts
617
(as of 5 Jul 22)
Employees
5
(4 investment advisory or research)
Address
Bontempo Ohly Capital MGMT
7501 WISCONSIN AVE
SUITE 1340E
BETHESDA
MD 20814
7501 WISCONSIN AVE
SUITE 1340E
BETHESDA
MD 20814
Office hours
Monday - Friday, 8:30AM-5:00PM
Phone
240-497-1300
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Bontempo, Ormand, Aelio | President/chief Compliance Officer/member | 10/2004 | > 75% |
| Ohly, John, Forbes | Vice President/cfp/member | 10/2004 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20