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BITTERROOT CAPITAL ADVISORS LLC
CRD 109088File 801-58029
APPROVED
Retail clients
Filing as of Aug 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Clients | 19 | 20 | increased by1 |
| Apr 1, 2026 | AUM | $1,453,507,231 | $1,780,038,798 | increased by$326,531,567 |
| Apr 1, 2026 | Accounts | 19 | 15 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 19 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,206,698,986 | $1,453,507,231 | increased by$246,808,245 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17 | 19 | increased by2 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 15 | 17 | increased by2 |
| Apr 1, 2022 | AUM | $1,060,496,778 | $1,206,698,986 | increased by$146,202,208 |
| Apr 1, 2022 | Accounts | 15 | 17 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BITTERROOT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BITTERROOT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.