Alan Kramer
MontVue Capital Management · Lynchburg, Virginia
Alan Kramer is a fee-only financial advisor at MontVue Capital Management in Lynchburg, Virginia, who holds the CFP credential. Alan charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and a $500,000 asset minimum).
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Facts
| Firm | MontVue Capital Management |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $357.2M across 497 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 7290125 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.montvue.com |
How Alan's firm compares
- MontVue Capital Management's average account is about $719,000, from its Form ADV (assets managed divided by 497 accounts).
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Questions about Alan
Is Alan Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and MontVue Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan charges a percentage of assets and a one-time planning fee.
How much does Alan charge?
According to MontVue Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Alan Kramer based?
Alan Kramer is based in Lynchburg, Virginia.
What credentials does Alan Kramer hold?
Alan Kramer holds the CFP credential.
Is Alan Kramer registered with the SEC?
Yes. Alan Kramer is registered as an investment adviser representative in NC and VA (CRD 7290125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MontVue Capital Management manage?
MontVue Capital Management reports $357.2M across 497 accounts in assets under management.
How do I contact Alan Kramer?
Through Alan's website, www.montvue.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MontVue Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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