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They include 20 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bitterroot Capital Advisors offer?","answer":"Bitterroot Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bitterroot Capital Advisors charge?","answer":"Bitterroot Capital Advisors charges 0.20%–1.00% for its Investment Supervisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"BITTERROOT CAPITAL ADVISORS, LLC - FIRM BROCHURE, filed 30 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Bitterroot Capital Advisors have?","answer":"Bitterroot Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bitterroot Capital Advisors invest in?","answer":"At the end of its last fiscal year, Bitterroot Capital Advisors’ separately managed accounts held 39% pooled vehicles (private funds and similar), 21% non-exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 6% cash and equivalents, 4% investment grade corporate bonds, 3% U.S. government and agency bonds, 3% other and 1% high-yield corporate bonds. 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