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Montgomery Financial

Montgomery Financial. CRD 170024

M

CRD: 170024

Montgomery Financial

Ocean City, MD, 21842
4102081004
montgomeryfinancialservices.com
$229.8M Total AUM
$229.8M Disc. AUM
-- 3Y CAGR
6 Employees
952 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail and Institutional
Platforms
Summit timberDelta +more
Established Date
03-08-2014
Office Locations
2

Office Locations

11718 Ocean Gateway Ocean City MD
2028 Liberty Road Suite 104 Eldersburg MD

About Montgomery Financial

Montgomery Financial is a Maryland-based RIA led by Jeff Montgomery, focused on retirement planning and ongoing wealth management through its personalized “Inspiration Process.” The firm serves retirees and business owners/entrepreneurs with fiduciary, education-first guidance, implementing primarily ETF-based portfolios complemented by fixed income, and custodies with major platforms such as Schwab.

Team overview

41 AVG AGE
$57.4M AVG AUM / ADVISOR
$241.3K AVG AUM / CLIENT
6.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Harbor North

Client Personas

Momentum meridian Summit radial

Custodian

Unison Matrix crest

Investment Themes

Zenith pioneer Frontier timber

Investment Vehicles

Catalyst value

Platform

Peak summit

Services

Alpha unison Value Atlas harbor Eagle Pathway

Technology

Legacy value Value Pioneer Capital vital Radial

Owner & Executives

J

JEFFREY DAVID MONTGOMERY

Investment Advisor Representative, Managing Member

CRD
#5921383
Ownership
75% or more
(727) 363-5066
horizon.timber@capitalcapital.com
in linkedin.com/in/atlas-momentum
N

Nicholas Charles Chung Craven

Investment Advisor Representative

CRD
#6728337
Ownership
5% but less than 10%
(243) 400-1609
foundation.north@crestcapital.com
in linkedin.com/in/vital-pioneer
W

Wave unison

Zenith element capital

CRD
#93245
Ownership
27.2%
(980) 449-6955
ridge.unison@capitalcapital.com
in linkedin.com/in/timber-ember

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Contacts

E

EDWARD JAY LOFTICE

Vice President

CRD
#6151525
(969) 208-4106
value.oak@oakcapital.com
in linkedin.com/in/crest-vertex
W

William James Strausbaugh

--

CRD
#7718756
(853) 827-6734
signal.pioneer@matrixcapital.com
in linkedin.com/in/peak-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-06-2024
06-04-2025
06-17-2026
Category Assets AVG. Account size
Discretionary $229,758,052 $152,663
Non-Discretionary $0 --
Total $229,758,052 $152,663

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Separately Managed Accounts

Total SMA Asset: $229,758,052

$229.8M Total SMA
Equity - Exchange:
8.0%
Corporate - Investment Grade:
27.1%
Public Funds:
23.0%
U.S. Government/Agency:
6.8%
Cash:
23.0%
Municipal Bonds:
12.1%
Asset class Assets Assets %
Equity - Exchange $65,865,280 8.0%
Corporate - Investment Grade $223,118,636 27.1%
Public Funds $189,362,680 23.0%
U.S. Government/Agency $55,985,488 6.8%
Cash $189,362,680 23.0%
Municipal Bonds $99,621,235 12.1%
Total $823,315,999 100.0%

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