# MONTVUE CAPITAL MANAGEMENT, INC.

MONTVUE CAPITAL MANAGEMENT, INC. of LYNCHBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 116807
- Type: SEC-registered investment adviser
- SEC file number: 801-101504
- Location: 900 MAIN STREET, LYNCHBURG, VA, 24504
- Phone: 434-455-2795
- Latest filing: 2026-01-28
- Regulatory AUM: $357.2M
- Discretionary AUM: $355.5M
- Non-discretionary AUM: $1.7M
- Clients: 5
- Accounts: 497

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Anne M Umbarger](https://search.stillhousedata.com/person/667059) | CORPORATE SECRETARY | — |
| [Sarah Umbarger Burnett](https://search.stillhousedata.com/person/667060) | PRESIDENT | — |
| [Lori Hughes Snead](https://search.stillhousedata.com/person/667061) | CHIEF COMPLIANCE OFFICER | — |
| [SCRUGGS ANNE UMBARGER](https://search.stillhousedata.com/person/749523) | ASSISTANT SECRETARY | — |
| [BURNETT SARAH UMBARGER](https://search.stillhousedata.com/person/749524) | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| [UMBARGER ANNE M](https://search.stillhousedata.com/person/867462) | ASSISTANT SECRETARY; CORPORATE SECRETARY | — |
| [Snead Lori Hughes](https://search.stillhousedata.com/person/873925) | CHIEF COMPLIANCE OFFICER | — |
| [Anne M. Umbarger](https://search.stillhousedata.com/person/1048186) | CORPORATE SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116807/similar
- Related entities: https://search.stillhousedata.com/firm/116807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116807

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.