John F. Ohly

BONTEMPO OHLY CAPITAL MANAGEMENT

BETHESDA, MD 20814

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CRD#: 2524105

Professional summary

John Forbes Ohly, CFP®, who also goes by John F Ohly, is a registered financial advisor currently at BONTEMPO OHLY CAPITAL MANAGEMENT, LLC located in Bethesda, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John F Ohly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Forbes Ohly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

October 28, 2004 - Present

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

Office #1: 7501 Wisconsin Ave Suite 1340, Bethesda, MD 20814

RIA

CRD#: 132804

BETHESDA, MD

Past

July 1, 2003 - November 11, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BETHESDA, MD

Past

July 1, 2003 - November 11, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

August 16, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

BETHESDA, MD

Past

August 4, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 9, 1994 - August 23, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

CRD#: 132804 / SEC#: 801-63584

RIA

Registered Investment Advisory firm - (10/19/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(10/28/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/8/1994

General Securities Representative Examination

Current Firm

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

CRD#: 132804 / SEC#: 801-63584

RIA

Registered Investment Advisory firm - (10/19/2004 Approved)

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Contact information

Main Address

7501 Wisconsin Ave Suite 1340e, Bethesda, MD 20814

Mailing Address

Phone number

(240) 497-1300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOCM FIRM BROCHURE (3/28/2025)

INVESTMENT MANAGEMENT PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	652
AUM (Assets Under Management)	$ 368,170,099

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John F. Ohly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Forbes Ohly's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/1994

Series 63

Date: 9/22/1994

Series 7

Date: 9/8/1994

Current Firm

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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