BITTERROOT CAPITAL ADVISORS LLC
SEC RegisteredUnconditional Advice
About the firm
Bitterroot Capital is an independent financial advisory firm serving clients with substantial wealth. Recognized by CNBC as a Top 100 Financial Advisor, the firm offers unconditional advice and the highest level of service for its private clients. It is completely independent with access to best-in-class investment strategies and managers across the globe.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic Planning, Portfolio Construction & Management, Family Office Support (Architecture & Organization), Transaction Structure & Oversight, and Exit Planning. The firm works with clients throughout their entire financial lifecycles, drawing on broad investment and advisory capabilities.
Who they serve
A select group of individuals and their family offices (and other entities) with substantial wealth whose financial position and preferences enable them to thrive while working with the firm.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 20 | $1.8B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BITTERROOT CAPITAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.