Data / Investment advisers / Montana / Bitterroot Capital Advisors LLC
Bitterroot Capital Advisors LLC, Bozeman, MT: $1.8 billion AUM, SEC registered investment adviser
Bitterroot Capital Advisors LLC is an SEC registered investment adviser with its main office in Bozeman, Montana and reports $1.8 billion in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 109088
- SEC file number
- 801-58029
- SEC status
- Approved, effective October 20, 2000
- Main office
- 118 East Main Street, Bozeman, MT 59715
- Phone
- (406) 556-8200
- Website
- bitterrootcapital.com
- Regulatory AUM
- $1,780,038,798 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $253,984,337
- Non discretionary AUM
- $1,526,054,461
- Accounts
- 15
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $1.78 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.78 billion | March 31, 2026 |
| December 1, 2025 | $1.45 billion | October 1, 2025 |
Other advisers in Montana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | $41.84 billion | Not listed | adviserinfo.sec.gov |
| Investment Management Group | Billings | $5.24 billion | Not listed | adviserinfo.sec.gov |
| Davidson Investment Advisors, Inc. | Great Falls | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Stack Financial Management Inc | Whitefish | $1.99 billion | Not listed | adviserinfo.sec.gov |
| Allied Investment Advisors LLC | Billings | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Xypn Sapphire | Bozeman | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Front Street Capital Management, Inc. | Missoula | $862 million | Not listed | adviserinfo.sec.gov |
| Destra Capital Advisors LLC | Bozeman | $463.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Montana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Bitterroot Capital Advisors LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.