CRD: 126819
Montgomery Capital Management, LLC
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-02-2003
- Office Locations
- 1
Office Locations
753-B Thimble Shoals Road Newport News VA
About Montgomery Capital Management, LLC
Montgomery Capital Management, LLC is a Newport News, VA registered investment adviser serving retail and institutional clients, with a focus on entrepreneurs. The firm provides portfolio construction, insurance and business-succession planning support, and builds portfolios primarily with public funds such as mutual funds. Reported custody includes Charles Schwab.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$181.8K AVG AUM / CLIENT
22.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JONATHAN CROWE WEST
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Managing Member
- CRD
- #4267280
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,726,657 | $374,033 |
| Non-Discretionary | $0 | $657,224 |
| Total | $4,726,657 | $383,110 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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