RIA Intel›Advisers›Montana›BITTERROOT CAPITAL ADVISORS LLC

BITTERROOT CAPITAL ADVISORS LLC

Advisory

N·BOZEMAN, MT

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

-3.7%

3-Year CAGR

+6.4%

Employees

7

Assets Under Management

Total AUM$1.8B

Discretionary AUM$254M

Non-Discretionary AUM$1.5B

Discretionary %14.3%

Total Clients19

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingMar 30, 2001

Latest FilingApr 30, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BITTERROOT CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.