Skip to content
TrustList
Bitterroot Capital Advisors logo
Accounting Firm

Bitterroot Capital Advisors

Independent multi-family office in Bozeman, Montana, coordinating investment and planning advice for a small number of families

Write a review
Visit WebsiteGet a quoteWrite a Review
Own this listing? Claim it
Bitterroot Capital Advisors cover

About Bitterroot Capital Advisors

Bitterroot Capital Advisors is an independent multi-family office that guides families through investment, planning and generational decisions. It started in San Francisco, has been headquartered in Bozeman, Montana, since 2000, and also has a presence in Palm Beach and Washington, D.C.

Services

  • Family wealth planning: plans built around each family's values, priorities and goals.
  • Investment guidance: independent access to strategies and managers around the world.
  • Adviser coordination: working with each family's tax, legal and other advisers to form one plan.
  • Consolidated reporting: an Addepar-based platform giving one view of portfolios, entities, assets, liabilities and liquidity.
  • Private investments: access to private investment opportunities through its platform.

Who it works with

The firm deliberately takes on a limited number of families and their family offices, so each relationship gets time and continuity across generations.

Key facts

  • Based in: Bozeman, Montana, United States
  • Headquartered there since: 2000
  • Other offices: Palm Beach and Washington, D.C.
  • Recognition: included in a CNBC list of financial advisers

Profile written by TrustList from the business's own published information, Sep 2026.

Request a demo or quote from Bitterroot Capital Advisors

Protected by reCAPTCHA — Google Privacy Policy and Terms apply.

By sending, you agree we may share your request and contact details with the provider once you confirm your email.

Reviews

Write the first review of Bitterroot Capital Advisors

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about Bitterroot Capital Advisors.

Bitterroot Capital Advisors alternatives

Similar listings buyers compare against this one.

Compare side by side
Elite Group logo

Elite Group

UK provider of cloud phone systems, contact centre platforms, connectivity and business mobiles for organisations

ExpertMedia logo

ExpertMedia

Belgian communications agency handling branding, logos, websites, webshops, copywriting and print for businesses

1E

123 Empresa

A Maryland consultancy covering contract costing, accounting, payroll, staffing and trade brokerage with Latin America

1st Choice Tax and Accounting logo

1st Choice Tax and Accounting

Downey accounting practice handling bookkeeping, payroll, tax planning and financial statements for businesses of all stages

1st Class Accounts logo

1st Class Accounts

Accountancy practice offering bookkeeping, tax, audit, payroll and advisory services, including work for contractors and charities

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.