Bitterroot Capital Advisors Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $254M
- Clients
- 20
- Avg AUM / client
- $89.0M
- Accounts
- 15
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $1.8B | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Stewart Martzloff | Managing Member | Jan 1999 (28y) | 50% – 75% | |
| Powers, William, Joseph | Member And Chief Compliance Officer | Jan 2011 (16y) | 10% – 25% | |
| Carl Wade Gardiner | Member | CFA | Jan 2021 (6y) | 25% – 50% |
| Keith A Gertsen | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 24, 2026.
View current Form ADV (SEC/IAPD) ↗