FRONT STREET CAPITAL MANAGEMENT, INC.
Adviser information for FRONT STREET CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 29th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Montana, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
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 | 1,463 | $615.0M |
Non-Discretionary | 0 | $0 |
Total | 1,463 | $615.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 1,212 | $115.0M |
HNW Individuals | 215 | $315.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $145.0M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 20 | $25.0M |
Charitable organizations | <5 | $2.0M |
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 | 15 | $13.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1463 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsCONSULTING |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
218 EAST FRONT STREET, SUITE 205MISSOULA
MT
United States
Monday - Friday, 7:30 AM TO 4:30 PM
Tel: 406.541.0130, Fax: 406.541.0133
Chief Compliance Officer
VIRGINIA BELKER
CCO
218 EAST FRONT STREET, SUITE 205
MISSOULA
MT
United States
Tel:
406.541.0130
Fax:
406.541.0133
G*****@*****************M
(Full email address available in API data)
Regulatory Contact
RUSSELL T PIAZZA
PRESIDENT
218 EAST FRONT STREET, SUITE 205
MISSOULA
MT
United States
Tel:
406.541.0130
Fax:
406.541.0133
R***@*****************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 |
---|---|---|---|---|---|
PIAZZA, RUSSELL, THOMAS | Individual | – | PRESIDENT | 09/2006 | > 75% |
BLOOD, MICHELE, MARIE | Individual | – | VICE PRESIDENT | 09/2006 | 10-25% |
BELKER, VIRGINIA, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER / SECRETARY | 01/2008 | < 5% |
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 |
---|---|---|---|---|
ADOBE SYSTEMS INC COM | COM | 306 | 550 | – |
AMAZON.COM INC COM | COM | 603 | 3K | – |
APPLE COMPUTER INC | COM | 7K | 33K | – |
ATS CORP | COM | 4K | 137K | – |
BANK OF AMERICA CORP | COM | 4K | 109K | – |
BELDEN | COM | 677 | 7K | – |
BERKSHIRE HATHAWAY INC CL B | COM | 38K | 92K | – |
CHEVRON CORPORATION | COM | 1K | 9K | – |
CHIPOTLE MEXICAN GRILL | COM | 6K | 102K | – |
CIENA CORPORATION | COM | 5K | 113K | – |
COCA COLA CO | COM | 472 | 7K | – |
COGNEX CORP | COM | 50K | 1M | – |
COHERENT | COM | 9K | 128K | – |
COLGATE PALMOLIVE CO | COM | 495 | 5K | – |
CONTAINER STORE GROUP INC COM | COM | 573 | 1M | – |
CORNING INC | COM | 10K | 248K | – |
COSTCO WHOLESALE CORP-NEW | COM | 33K | 39K | – |
DANAHER CORP DEL COM | COM | 33K | 134K | – |
EATON CORP | COM | 287 | 914 | – |
ENOVIS CORPORATION COM | COM | 10K | 211K | – |
ENVISTA | COM | 3K | 188K | – |
ESAB CORPORTAION COM | COM | 17K | 180K | – |
EXPEDITORS INTERNATIONAL OF WA | COM | 4K | 35K | – |
FAIRFAX FINANCIAL | COM | 1K | 1K | – |
FIGS INC | COM | 56 | 11K | – |
GE HEALTHCARE TECHNOLOGIES | COM | 6K | 82K | – |
GENERAL ELECTRIC CO | COM | 42K | 263K | – |
GE VERNOVA INC | COM | 11K | 66K | – |
GLACIER BANCORP INC-NEW | COM | 1K | 29K | – |
GLOBAL PAYMENTS INC | COM | 6K | 67K | – |
GOOGLE INC CL A | COM | 376 | 2K | – |
GOOGLE INC CL C | COM | 213 | 1K | – |
INTERFACE INC | COM | 2K | 104K | – |
JOHNSON AND JOHNSON | COM | 208 | 1K | – |
JPMORGAN CHASE AND CO | COM | 354 | 2K | – |
KIMBALL ELECTRONICS | COM | 2K | 101K | – |
LUMEN TECHNOLOGIES INC | COM | 13K | 12M | – |
LUMENTUM HLDGS INC | COM | 6K | 117K | – |
MANITOWOC INC COM | COM | 32K | 3M | – |
MARKEL CP COM | COM | 532 | 348 | – |
MARTINREA INTERNATIONAL INC CO | COM | 336 | 40K | – |
MCDONALDS CORP | COM | 2K | 10K | – |
MERCK & CO INC | COM | 217 | 2K | – |
MICROSOFT CORP | COM | 5K | 11K | – |
MILLER KNOLL INC | COM | 18K | 677K | – |
MODINE MANUFACTURING | COM | 8K | 78K | – |
NORTHROP GRUMMAN CORP COM | COM | 274 | 628 | – |
NOVO NORDISK A/S-ADR REPSTG 1/ | COM | 235 | 2K | – |
NUCOR CORP | COM | 16K | 101K | – |
NVIDIA CORP COM | COM | 942 | 8K | – |
PARKER-HANNIFIN CORP | COM | 5K | 9K | – |
PAYPAL HOLDINGS | COM | 300 | 5K | – |
PROCTER & GAMBLE CO | COM | 2K | 11K | – |
PURPLE INNOVATION INC COM | COM | 41 | 39K | – |
ROGERS CORP | COM | 1K | 12K | – |
ROLLINS INC | COM | 567 | 12K | – |
SEI INVESTMENTS CO | COM | 474 | 7K | – |
ST JOE CP COM | COM | 28K | 506K | – |
STARBUCKS CORP | COM | 772 | 10K | – |
TARGET CORP | COM | 262 | 2K | – |
TEREX CORP NEW | COM | 16K | 286K | – |
TESLA MOTORS INC COM | COM | 810 | 4K | – |
VERALTO CORP | COM | 4K | 44K | – |
VERIZON COMMUNICATIONS INC | COM | 347 | 8K | – |
VESTAS WIND SYSTEMS COM | COM | 115 | 15K | – |
VONTIER CORP | COM | 8K | 219K | – |
WELLS FARGO AND CO NEW | COM | 521 | 9K | – |
ISHARES RUSSELL 2000 IDX FUND | TR UNIT | 261 | 1K | – |
STANDARD & POORS DEPOSITARY RE | TR UNIT | 2K | 3K | – |
VANGUARD S&P 500 ETF | COM | 36K | 71K | – |
VANGUARD TOTAL STOCK MARKET ET | TR UNIT | 916 | 3K | – |
SCHWAB 1000 INDEX | TR UNIT | 135 | 1K | – |