Anne Umbarger
MontVue Capital Management · Lynchburg, Virginia
Anne Umbarger is a fee-only financial advisor at MontVue Capital Management in Lynchburg, Virginia. Anne 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 |
| SEC registration | Investment adviser representative in NC, VA · CRD 3009750 |
| Exams passed | Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.montvue.com |
| Profile |
How Anne'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 Anne
Is Anne Umbarger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne 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 Anne charge for financial advice?
Anne charges a percentage of assets and a one-time planning fee.
How much does Anne 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 Anne Umbarger based?
Anne Umbarger is based in Lynchburg, Virginia.
Is Anne Umbarger registered with the SEC?
Yes. Anne Umbarger is registered as an investment adviser representative in NC and VA (CRD 3009750), 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 Anne Umbarger?
Through Anne'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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