Montchanin Asset Management, LLC
SEC RegisteredDisciplined · Long-Term · Client First
About the firm
Founded in 2001, Montchanin Asset Management is a boutique registered investment advisory firm headquartered in Montchanin, Delaware. The firm is fully independent, fee-only, and employee-owned, managing approximately $120 million in discretionary assets across roughly 62 client relationships. It specializes in high-quality large-cap U.S. separate account management with a focus on long-term client outcomes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary investment management specializing in large-cap U.S. separate account management, offering tax efficiency, transparency, and personalization through rigorous fundamental analysis, equity research, security selection, and portfolio construction.
Who they serve
Individuals, families, and charitable foundations, as well as institutions who share the firm's conviction that patient, high-quality investing creates lasting wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $10M |
| High Net Worth Individuals | 32 | $111M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Montchanin Asset Management, 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.
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