RIA Intel›Advisers›New Jersey›MOUNTAIN AVENUE CAPITAL LLC

MOUNTAIN AVENUE CAPITAL LLC

Advisory

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$638K

across 23 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

23

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

LBK FINANCIAL LLC

WHIPPANY, NJ

$15M

MDC FINANCIAL CONSULTING, LLC

$15M

ESTEE ADVISORS LLC

SHORT HILLS, NJ

$15M

CHUISANO AND ALBERT, L.L.C.

OLD BRIDGE, NJ

$15M

MR ADVISORS, LLC

$14M

MARC ALAN WEALTH MANAGEMENT LLC

$15M

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