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BITTERROOT CAPITAL ADVISORS LLC

BOZEMAN, MT · CRD 109088 · IAPD ↗ · bitterrootcapital.com · 406-556-8200

$1.78BRegulatory AUM
7Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — BITTERROOT CAPITAL ADVISORS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.