Montgomery Capital Advisors LLC
Montgomery Capital Advisors LLC is an SEC-registered ria in New York, NY with $130.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Montgomery Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138148, SEC 801-64964, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $130.1M (2026-06-16)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 2
- Clients
- 51
- CRD
- 138148
- Ownership
- MONTGOMERY, MARK, JULIAN; THORNE, MYRTLE; KINSELLA, STEPHEN, JOHN; HALE, PATRICIA, JOY; MCTIGHE, LUKE, JOSEPH
How much AUM does Montgomery Capital Advisors LLC have?
Montgomery Capital Advisors LLC reported $130.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Montgomery Capital Advisors LLC?
Disclosed owners and executives of Montgomery Capital Advisors LLC include MONTGOMERY, MARK, JULIAN, THORNE, MYRTLE, KINSELLA, STEPHEN, JOHN, HALE, PATRICIA, JOY, MCTIGHE, LUKE, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.