Monticello Capital Management, Llc
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ADV data as of Sep 02, 2026
- Regulatory AUM
- $873K
- Discretionary
- $873K
- Clients
- 11
- Avg AUM / client
- $79.3K
- Accounts
- 14
- Employees
- 0
AUM over time
$873K
$873K
May 10, 2019
Sep 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $570K | 65.3% |
| High net worth individuals | Fewer than 5 clients | $303K | 34.7% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/10/2019 | 965 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
- • Portfolio management for individuals/small businesses
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: Sep 02, 2026.
View current Form ADV (SEC/IAPD) ↗