BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
Adviser information for BONTEMPO OHLY CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Maryland, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 677 | $352.8M |
Non-Discretionary | 0 | $0 |
Total | 677 | $352.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 63 | $20.8M |
HNW Individuals | 89 | $314.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 5 | $9.4M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 5 | $8.2M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCONSULTING |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 350.0M |
Portfolio Manager to Program | Sponsor |
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INVESTMENT MANAGEMENT PROGRAM | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC |
Principal Office
7501 WISCONSIN AVESUITE 1340
BETHESDA
MD
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 240-497-1300, Fax: 240-497-1304
Chief Compliance Officer
ORMAND A. BONTEMPO
PRESIDENT/MEMBER
7501 WISCONSIN AVE
SUITE 1340E
BETHESDA
MD
United States
Tel:
240-497-1300
Fax:
240-497-1304
O********@**********M
(Full email address available in API data)
Regulatory Contact
LISA RUTISHAUSER
EXECUTIVE ASSISTANT
7501 WISCONSIN AVE
SUITE 1340E
BETHESDA
MD
United States
Tel:
240-497-1300
Fax:
240-497-1304
L***********@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BONTEMPO, ORMAND, AELIO | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER/MEMBER | 10/2004 | > 75% |
OHLY, JOHN, FORBES | Individual | – | VICE PRESIDENT/CFP/MEMBER | 10/2004 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M Co | COM | 2M | 24K | – |
Air Prods & Chems Inc | COM | 4M | 15K | – |
Amazon Com Inc | COM | 406K | 2K | – |
Amgen Inc | COM | 3M | 8K | – |
Automatic Data Processing In | COM | 335K | 1K | – |
Boston Scientific Corp | COM | 292K | 4K | – |
Chevron Corp New | COM | 2M | 15K | – |
Cisco Sys Inc | COM | 4M | 78K | – |
Clorox Co Del | COM | 4M | 28K | – |
Coca Cola Co | COM | 4M | 68K | – |
Comcast Corp New Cl A | COM | 4M | 96K | – |
CVS Health Corp | COM | 3M | 50K | – |
Dow Inc | COM | 4M | 73K | – |
Fastenal Co | COM | 4M | 66K | – |
Garmin Ltd | COM | 5M | 33K | – |
General Dynamics Corp | COM | 5M | 16K | – |
General Mls Inc | COM | 4M | 62K | – |
Hormel Foods Corp | COM | 4M | 125K | – |
International Business Machs | COM | 4M | 21K | – |
iShares Core S&P500 ETF | ETF | 55M | 101K | – |
iShares MSCI EAFE ETF | ETF | 49M | 628K | – |
Johnson & Johnson | COM | 2M | 15K | – |
Lockheed Martin Corp | COM | 4M | 9K | – |
Lowes Cos Inc | COM | 4M | 19K | – |
Merck & Co Inc | COM | 223K | 2K | – |
Paychex Inc | COM | 4M | 34K | – |
PNC Finl Svcs Group Inc | COM | 273K | 2K | – |
Sandy Spring Bancorp Inc | COM | 1M | 44K | – |
Solventum Corp | COM | 299K | 6K | – |
Target Corp | COM | 4M | 28K | – |
Texas Instrs Inc | COM | 5M | 24K | – |
Tyson Foods Inc Cl A | COM | 4M | 73K | – |
Verizon Communications Inc | COM | 4M | 100K | – |
Walgreens Boots Alliance Inc | COM | 2M | 167K | – |