Sagar Bhimavarapu
Mountain Avenue Capital · New Providence, New Jersey
Sagar Bhimavarapu is a fee-only financial advisor at Mountain Avenue Capital in New Providence, New Jersey, who holds the CFA credential. Mountain Avenue Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mountain Avenue Capital |
|---|---|
| Based in | New Providence, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $14.7M across 23 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ, TX · CRD 2593356 |
| Exams passed | Series 63 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Sagar's firm compares
- Mountain Avenue Capital's average account is about $638,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Sagar
Is Sagar Bhimavarapu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sagar holds no broker registration, and Mountain Avenue Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sagar charge for financial advice?
Sagar's firm, Mountain Avenue Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sagar Bhimavarapu based?
Sagar Bhimavarapu is based in New Providence, New Jersey.
What credentials does Sagar Bhimavarapu hold?
Sagar Bhimavarapu holds the CFA credential.
Is Sagar Bhimavarapu registered with the SEC?
Yes. Sagar Bhimavarapu is registered as an investment adviser representative in NJ and TX (CRD 2593356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mountain Avenue Capital manage?
Mountain Avenue Capital reports $14.7M across 23 accounts in assets under management.
How do I contact Sagar Bhimavarapu?
Contact details aren't on file yet. Search for Mountain Avenue Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Providence
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
- 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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