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Bontempo Ohly Capital MGMT

Bontempo Ohly Capital MGMT is an investment advisor in Bethesda with $298.14M assets under management.

Company profile

Employees
Location
Fiscal year end
SEC CIK
IRS number
432055001
SEC advisor number
801-63584
FINRA CRD number
132804
AUM ?
$298.14M (as of 31 Mar 21)
Accounts
560 (as of 31 Mar 21)
Employees
5 (4 investment advisory or research)
Address
Bontempo Ohly Capital MGMT
7501 WISCONSIN AVE
SUITE 1340E
BETHESDA
MD 20814
Office hours
Monday - Friday, 8:30AM-5:00PM
Phone
240-497-1300
Owner Title From %Ownership
Bontempo, Ormand, Aelio President/chief Compliance Officer/member 10/2004 > 75%
Ohly, John, Forbes Vice-president/cfp/member 10/2004 5-10%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
31 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$89.47M 652.97K 657.26K -0.7
$4.24M 21.19K 21.44K -1.2
$4.22M 77.6K 79.35K -2.2
$4.2M 21.43K 21.77K -1.6
$4.13M 36.68K 37.19K -1.4
$3.93M 49.81K 50.29K -1.0
$3.9M 26.15K 27.01K -3.2
$3.82M 19.88K 20.02K -0.7
$3.73M 71.09K 71.8K -1.0
$3.71M 43.74K 44.16K -1.0
$3.71M 21.93K 22.18K -1.1
$3.65M 63.34K 63.74K -0.6
$3.6M 60.12K 60.49K -0.6
$3.56M 75.61K 76.01K -0.5
$3.4M 9.85K 9.9K -0.5
$3.4M 62.85K 63.12K -0.4
$3.33M 16.1K 16.51K -2.5
$3.24M 23.29K 23.46K -0.7
$3.08M 75.1K 74.95K +0.2
$3.07M 77.79K 77.43K +0.5
$3.01M 65.72K 68.16K -3.6
$3M 18.13K 17.96K +1.0
$2.87M 36.37K 36.96K -1.6
$2.45M 24.17K 24.34K -0.7
$2.32M 13.21K 13.36K -1.1
$2.16M 28.72K 28.83K -0.4
$1.99M 9.37K 9.4K -0.4
$514K 8.95K 8.95K 0
$350K 1.79K 1.79K 0
$346K 2.05K 2.61K -21.6
$329K 100 100 0
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings