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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2005
- Office Locations
- 1
Office Locations
About Montgomery Capital Advisors LLC
Montgomery Capital Advisors, LLC is a New York-based RIA providing discretionary portfolio management and portfolio construction for retail clients. Portfolios are implemented primarily with ETFs, with limited allocations to U.S. government/agency bonds and cash. The firm custodies assets at Charles Schwab, making it a straightforward fit for ETF and model portfolio distribution conversations.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK JULIAN MONTGOMERY
Advisor, Managing Member, President
- CRD
- --
- Ownership
- 50% but less than 75%
STEPHEN JOHN KINSELLA
Chief Compliance Officer, Vice President at Bank of America
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,138,998 | $1,626,737 |
| Non-Discretionary | $0 | -- |
| Total | $130,138,998 | $1,626,737 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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