CRD: 105417
Montgomery Investment Management INC
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1987
- Office Locations
- 1
Office Locations
About Montgomery Investment Management INC
Montgomery Investment Management is a boutique investment manager serving retail and institutional clients with long-term equity strategies focused on well-managed companies showing sustained high return on invested capital at attractive valuations. The team emphasizes debate-driven, diverse perspectives to challenge assumptions. Portfolios are often implemented via ETF-based SMAs, with Charles Schwab and Bank of America among key custodians.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
CALVIN SCOTT KOONCE
Chairman
- CRD
- #706385
- Ownership
- 75% or more
MARTIN FOOTE OPPENHEIMER
Owner
- CRD
- #722978
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,388,825 | $3,538,509 |
| Non-Discretionary | $178,562,505 | $8,928,125 |
| Total | $489,951,330 | $4,536,586 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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