MOUNTAIN CAPITAL MANAGEMENT, LLC

HOUSTON, Texas·2 registered advisors·CRD# 281465
SEC# 801-1067821713-357-9660
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: BUDGET-BASED FEE
03

Specialties

Retirement Planning
04

Advisors at MOUNTAIN CAPITAL MANAGEMENT, LLC

2 registered advisors
John Drew Wehrle
HOUSTON, Texas
Samuel Woong Oh
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. MOUNTAIN CAPITAL MANAGEMENT, LLC (CRD# 281465) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.