MONTGOMERY CAPITAL ADVISORS LLC
  • MONTGOMERY CAPITAL ADVISORS LLC

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Adviser Profile

As of Date 06/16/2026
Registration SEC, Approved, 11/29/2005
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 130,138,998 30%
of that, discretionary 130,138,998 30%
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 1,626,737 35%
% High Net Worth 35.29%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

130M 112M 93M 74M 56M 37M 19M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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