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BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

C43
CRD 132804·SEC 801-63584·BETHESDA, MD
AUM
$405.7M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CRD
132804
SEC file #
801-63584
EIN
—
DBA names
—

Economics

AUM
$405.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$245.8M → $405.7M▲ +65%
Client mix
Individuals High Net Worth91
Individuals Other62
Corporations5

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
1 advisors → 4 advisors▲ +300%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BONTEMPO, ORMAND, AELIO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BONTEMPO, ORMAND, AELIO
OHLY, JOHN, FORBES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2115532
Trust Company Affiliate
No

People (5)

5
BONTEMPO, ORMAND, AELIO
IAR · Direct Owner · 87.5%
2115532
OHLY, JOHN, FORBES
IAR · Executive Officer · 2.5%
2524105
DAVID MICHAEL FRASCELLA
IAR
4197259
HAGAN, STEPHEN, M
IAR
2434067
ABIODUN OSANYINJOBI
IAR
5780299