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MONTGOMERY CAPITAL ADVISORS LLC
CRD 138148 · SEC 801-64964
250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, 10019, United States
Phone
212-201-7911
Fax
212-586-7505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.1M
Discretionary AUM
$130.1M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $63.2M |
| High net worth individuals | 18 | $66.9M |
States served
MD, NY, VA
All web addresses on file
Official SEC filing: View on IAPD