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Andrew Stewart Martzloff

Investment adviser representative at Bitterroot Capital Advisors LLC
27 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

27 years in the industry.

  1. Bitterroot Capital Advisors, LLCJan 1999 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Bitterroot Capital Advisors LLC

$1.8BAssets managed
20Clients
2Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4381100
Firm CRD
109088
Advisor's SEC record (opens in a new tab)
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