Montvue Capital Management, Inc.

About Montvue Capital Management, Inc.

<p>Fee-only wealth management has been Montvue Capital Management’s model since 1999. Headquartered in Lynchburg in Virginia’s Blue Ridge region, the firm works with individuals, trusts, businesses, and foundations across the East Coast, with virtual meetings available nationwide.</p> <p>Montvue focuses on clear financial planning and investment advice, with an objective, independent structure. For employers that want added fiduciary support, the firm offers <a href="/plan-advisors">plan advisor</a> services that include acting as a 3(21) fiduciary, sharing responsibility for investment recommendations while the plan sponsor keeps final decision-making authority.</p> <p>As of 2026, Montvue reports $0.3B in assets under management. Rather than emphasizing products, the firm’s differentiator is its fee-only approach paired with plain-language guidance meant to make planning decisions easier to follow and act on.</p> <ul> <li>Founded: 1999</li> <li>Headquarters: Lynchburg, Virginia (Blue Ridge region)</li> <li>Service: 3(21) fiduciary support for retirement plans</li> <li>Client types: individuals, trusts, businesses, and foundations</li> <li>AUM: $0.3B (2026)</li> </ul>

Website: https://www.montvue.com/

Founded: 1999