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BITTERROOT CAPITAL ADVISORS LLC
CRD 109088File 801-58029
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.78B
Top 25% of cohort (national)
Discretionary AUM
$254.0M
Non-discretionary $1.53B
Clients
20
15 accounts
Employees
7
Top 25% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 20, 2000
- Principal office
- 118 EAST MAIN STREET, BOZEMAN, MT, 59715
- Phone
- 406-556-8200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.78B
- Discretionary AUM
- $254.0M
- Non-discretionary AUM
- $1.53B
- Discretionary accounts
- 7
- Non-discretionary accounts
- 8
- Total accounts
- 15
- AUM per client
- $89.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $1.78B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.