CRD: 105417
Montgomery Investment Management INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between February 28, 2025 and February 20, 2026, reported AUM increased 8.6%, from $451.2M to $490.0M.
Across 5 reported observations, AUM increased 46.2% between October 11, 2022 and February 20, 2026, from $335.1M to $490.0M.
Of the latest reported AUM, 63.6% is discretionary and 36.4% is non-discretionary.
The firm reports 2 advisory representatives and 108 clients, or 54 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Montgomery Investment Management INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Montgomery Investment Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CALVIN SCOTT KOONCE
Chairman
- CRD
- #706385
- Ownership
- 75% or more
MARTIN FOOTE OPPENHEIMER
Owner
- CRD
- #722978
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 7 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Montgomery Investment Management INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Montgomery Investment Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing