Overview
Assets Under Management: $130 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 18
Average Client Assets: $3.7 million
Frequently Asked Questions
MONTGOMERY CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138148), MONTGOMERY CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
MONTGOMERY CAPITAL ADVISORS LLC is headquartered in NEW YORK, NY.
MONTGOMERY CAPITAL ADVISORS LLC serves 18 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, MONTGOMERY CAPITAL ADVISORS LLC offers portfolio management for individuals. View all service details ↓
MONTGOMERY CAPITAL ADVISORS LLC manages $130 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, MONTGOMERY CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.40%
Average Client Assets: $3.7 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 138148
Filing ID: 2045832
Last Filing Date: 2026-01-27 14:26:53