Bontempo Ohly Capital Management, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 132804 · SEC file 801-63584 · Bethesda, MD

☆ Save with Pro ADV data as of Mar 31, 2026

Regulatory AUM: $406M
Discretionary: $406M
Clients: 158
Avg AUM / client: $2.6M
Accounts: 692
Employees: 6

AUM over time

$148M $406M

Mar 29, 2012 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Investments (13F portfolio — 34 positions, $221,629,850)

13F period Mar 31, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	I Shares Msci Eafe Etf	ETF	$55,428,303	570,661	25.0%	13.7%
2	I Shares Core S&P 500 Etf	ETF	$53,552,115	81,983	24.2%	13.2%
3	Verizon Communications Inc	COM	$5,885,046	117,232	2.66%	1.45%
4	Target Corp	COM	$5,436,668	44,857	2.45%	1.34%
5	Merck & Co Inc	COM	$5,420,989	45,066	2.45%	1.34%
6	Fastenal Co	COM	$5,413,210	116,664	2.44%	1.33%
7	Hershey Co	COM	$5,372,085	25,841	2.42%	1.32%
8	Air Products And Chemicals I	COM	$5,370,579	18,488	2.42%	1.32%
9	Coca Cola Co	COM	$5,260,226	69,168	2.37%	1.3%
10	Texas Instrs Inc	COM	$4,946,299	25,478	2.23%	1.22%
11	Procter & Gamble Co	COM	$4,891,894	33,868	2.21%	1.21%
12	Illinois Tool Wks Inc	COM	$4,868,464	18,704	2.2%	1.2%
13	General Dynamics Corp	COM	$4,777,966	13,921	2.16%	1.18%
14	Lowes Cos Inc	COM	$4,406,622	18,650	1.99%	1.09%
15	Tractor Supply Co	COM	$4,240,171	93,602	1.91%	1.05%
16	General Mills Inc	COM	$4,090,404	109,898	1.85%	1.01%
17	Chevron Corporation	COM	$3,992,549	19,297	1.8%	0.98%
18	Paychex Inc	COM	$3,951,303	42,893	1.78%	0.97%
19	Nike Inc Cl B	COM	$3,916,497	74,148	1.77%	0.97%
20	Automatic Data Processing In	COM	$3,914,669	19,267	1.77%	0.96%
21	Elevance Health Inc Formerly	COM	$3,780,866	12,915	1.71%	0.93%
22	Johnson & Johnson	COM	$3,588,624	14,681	1.62%	0.88%
23	Broadridge Finl Solutions In	COM	$3,530,040	21,726	1.59%	0.87%
24	Accenture Plc Ireland	COM	$3,423,675	17,266	1.54%	0.84%
25	Amgen Inc	COM	$3,248,279	9,232	1.47%	0.8%

Top 25 of 34 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	62	$20.6M	5.08%
High net worth individuals	91	$367M	90.5%
Pension and profit sharing plans	Fewer than 5 clients	$9.0M	2.22%
Corporations and other businesses	5	$8.9M	2.2%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
John Forbes Ohly	Vice President/Cfp/Member		Oct 2004 (22y)	5% – 10%
Ormand Aelio Bontempo	President/Chief Compliance Officer/Member		Oct 2004 (22y)	75% or more

Undisclosed: 0% – 20% 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)	03/31/2026	904 KB	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
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Other services

Custody

Reported custodians

Charles Schwab & Co. $402M (99% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗