CRD: 106377
Montana Investment Advisors INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1992
- Office Locations
- 2
Office Locations
About Montana Investment Advisors INC
Montana Investment Advisors (MINT) is a Bozeman, MT RIA providing fee-based, separately managed stock and bond portfolios for high net worth individuals and institutions (charities, corporations, endowments, trusts, retirement and pension accounts). The approach emphasizes capital preservation and long-term growth, often implemented with ETFs alongside U.S. government bonds and cash. Accounts are custodied at Charles Schwab; $250k minimum for direct management.
Team overview
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Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
NICHOLAS HOMANS DAVIS
Owner
- CRD
- #601550
- Ownership
- 50% but less than 75%
BRENDA MOLEN DAVIS MRS.
Financial Advisor, Owner, President
- CRD
- #713779
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,733,731 | $359,895 |
| Non-Discretionary | $0 | -- |
| Total | $48,733,731 | $359,895 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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