Montgomery Capital Advisors LLC
● SEC registered since 2005CRD 138148SEC# 801-64964New York, NY
Reg. AUM
$130.1M
Employees
2
Accounts
80
Location
New York, NY
Montgomery Capital Advisors LLC assets under management
Montgomery Capital Advisors LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2005. It reports $130.1 million in regulatory assets under management and employs 2 people.
Montgomery Capital Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Julian Montgomery Control | President, Managing Member | 50-75% | 2005 |
| Stephen John Kinsella Control | Chief Compliance Officer, Member | 25-50% | 2007 |
Frequently asked questions
How much does Montgomery Capital Advisors LLC manage?
Montgomery Capital Advisors LLC reports $130.1 million in regulatory assets under management on its Form ADV.
How many employees does Montgomery Capital Advisors LLC have?
Montgomery Capital Advisors LLC reports 2 employees.
Where is Montgomery Capital Advisors LLC located?
Montgomery Capital Advisors LLC is based in New York, NY and has been SEC-registered since 2005.
Does Montgomery Capital Advisors LLC disclose fund performance?
Montgomery Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 West 55th Street, 17th Floor, New York, NY 10019 |
| Phone | 212-201-7911 |
| Fax | 212-586-7505 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$130.1Mregulatory AUM
Discretionary $130.1M