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
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
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
INVESTMENT MANAGEMENT PROGRAM BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

Identifiers

SEC RIA File Number 801-63584
SEC ERA File Number 801-63584
SEC CIK Numbers 1632118
SEC CRD Numbers 132804
Legal Entity Identifier None

Principal Office

7501 WISCONSIN AVE
SUITE 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
(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
(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

105020192020202120222023202420251 on 4/18/20193 on 3/30/20203 on 4/9/20203 on 6/30/20203 on 9/1/20205 on 3/31/20215 on 3/31/20225 on 7/5/20225 on 10/31/20225 on 11/9/20225 on 3/31/20235 on 3/28/2024

RAUM, Historic

400M200M02019202020212022202320242025245800000 on 4/18/2019273000000 on 3/30/2020273000000 on 4/9/2020273000000 on 6/30/2020273000000 on 9/1/2020298143236 on 3/31/2021332800454 on 3/31/2022332800454 on 7/5/2022332800454 on 10/31/2022332800454 on 11/9/2022315431608 on 3/31/2023352764139 on 3/28/2024

No. Clients, Historic

20010002019202020212022202320242025135 on 4/18/2019127 on 3/30/2020127 on 4/9/2020127 on 6/30/2020127 on 9/1/2020128 on 3/31/2021134 on 3/31/2022134 on 7/5/2022134 on 10/31/2022134 on 11/9/2022159 on 3/31/2023162 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
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Comcast Corp New Cl A COM 4M 96K
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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
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Merck & Co Inc COM 223K 2K
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Target Corp COM 4M 28K
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Walgreens Boots Alliance Inc COM 2M 167K