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- Custodian
- Charles Schwab & Company · Morgan Stanley · Vanguard
- Clients
- Retail
- Platforms
- Alpha foundation
- Established Date
- 08-31-2015
- Office Locations
- 1
Office Locations
About Montgomery Wealth Advisors
Montgomery Wealth Advisors is a boutique, founder-led RIA in Shreveport, LA, focused on high-capacity men (often entrepreneurs) seeking clarity and intentional stewardship. The firm delivers financial planning alongside investment management, with work that can include tax and estate planning coordination, insurance, and business-succession planning. Portfolios emphasize asset allocation using ETFs and other public funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN THOMAS MONTGOMERY
Chief Compliance Officer, Manager
- CRD
- #6089576
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,399,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,399,473 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,399,473
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,536,734,228 | 49.4% |
| Equity - Exchange | $423,068,532 | 13.6% |
| Cash | $423,068,532 | 13.6% |
| Municipal Bonds | $727,926,740 | 23.4% |
| Total | $3,110,798,032 | 100.0% |