Bitterroot Capital Advisors LLC

Overview

Bitterroot Capital Advisors LLC is an SEC registered investment adviser based in Bozeman, MT, registered since 2000. It reports $1.8B in assets under management across 15 accounts, with 7 employees. It has 2 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

14%

Accounts

15

Average account

$119M

Employees

7

Advisory reps

2

Registered since

2000

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Andrew Stewart Martzloff Managing Member CRD 4381100
• Carol Peterson Chestnut Chief Compliance Officer CRD 6423887
• Keith A Gertsen Member CRD 2289103

Advisory reps 2 of 2

• Keith A Gertsen Investment Adviser Rep CRD 2289103
• Andrew Stewart Martzloff Investment Adviser Rep CRD 4381100

Location

Headquarters

118 E Main St
Bozeman, MT 59715

County

Gallatin

Metro area

Bozeman, MT

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: bitterrootcapital.com

Every state, with registration dates

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