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MONTGOMERY CAPITAL MANAGEMENT, LLC
CRD 126819 · SEC 801-62412
753-C THIMBLE SHOALS BOULEVARD, NEWPORT NEWS, VA, 23606, United States
Phone
757-597-9525
Fax
757-597-9525
Registration
— (—)
Source
State registered
Total AUM
$4.7M
Discretionary AUM
$4.7M
Team
2 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)EDUCATION FUNDING CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.7M |
| High net worth individuals | 4 | $2.7M |
| Charitable organizations | 1 | $332K |
All web addresses on file
Official SEC filing: View on IAPD