$1.3B Total AUM
$1.2B Disc. AUM
16.9% 3Y CAGR
26 Employees
580 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BridgeCapital glacier +more
- Established Date
- 04-27-2012
- Office Locations
- 10
Office Locations
230 Third Avenue Waltham MA
-- -- --
-- Boise ID
About Montis Financial, LLC
Montis Financial, LLC is a planning-led advisory firm partnering with working professionals (including complex benefits), pre-retirees/retirees focused on distribution strategy, and business owners balancing personal and business decisions. Offers customized financial planning and ongoing guidance to help clients reach defined outcomes. Supports portfolios on major custodial platforms such as Schwab and Fidelity.
Team overview
51 AVG AGE
$78.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.4 yrs AVG TENURE
26 Employees
16 Advisory Reps
16 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Pathway Vector summit Value wave Value Bridge horizon Legacy Frontier oak Timber Peak optima
Client Personas
Unison Oak foundation
Custodian
Vital vital Harbor Eagle horizon Optima timber Signal Atlas eagle Zenith Legacy summit Oak Prime oak Unison summit Catalyst Beacon peak Momentum Ridge pioneer Focus bridge
Investment Themes
Optima Vital Legacy foundation Vertex Frontier peak
Investment Vehicles
Momentum Wave peak
Platform
Peak prime Alpha crest Prime
Services
Optima summit Quantum zenith Prime Signal Atlas Ember peak Vertex wave Insight signal Zenith Matrix prime Focus delta Foundation peak Oak beacon
Technology
Element Glacier beacon Crest
Owner & Executives
TUCKER PATRICK DONAHOE
Managing Partner, Partner
- CRD
- #6096119
- Ownership
- Less than 5%
(754) 200-3650
oak.alpha@eaglecapital.com
in linkedin.com/in/fusion-crest
DENNIS EUGENE FOLLMER
Chief Investment Officer, Partner
- CRD
- #2256077
- Ownership
- Less than 5%
(585) 949-7486
legacy.foundation@glaciercapital.com
in linkedin.com/in/matrix-peak
S
Summit pathway
Atlas delta oak
- CRD
- #16730
- Ownership
- 1.7%
(854) 495-8976
unison.value@peakcapital.com
in linkedin.com/in/atlas-timber
Showing 2 of 5 owners & executives
Unlock allContacts
Maria Alcindor
Senior Operations Associate
- CRD
- --
(446) 772-5717
eagle.quantum@vectorcapital.com
in linkedin.com/in/prime-momentum
C
Christopher Thomas Assad
--
- CRD
- #8257264
(337) 759-3020
capital.ember@beaconcapital.com
in linkedin.com/in/unison-crest
F
Focus glacier
Capital atlas momentum
- CRD
- #28974
(775) 621-8594
fusion.catalyst@catalystcapital.com
in linkedin.com/in/glacier-pathway
Showing 2 of 45 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,218,004,283 | $626,868 |
| Non-Discretionary | $40,927,846 | $1,240,238 |
| Total | $1,258,932,129 | $637,111 |
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Separately Managed Accounts
Total SMA Asset: $1,258,932,129
Public Funds:
13.8% Cash:
8.6% Equity - Exchange:
23.9% Other:
8.7% Municipal Bonds:
22.4% Private Funds:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $851,300,778 | 13.8% |
| Cash | $530,520,775 | 8.6% |
| Equity - Exchange | $1,474,354,246 | 23.9% |
| Other | $536,689,621 | 8.7% |
| Municipal Bonds | $1,381,821,553 | 22.4% |
| Private Funds | $1,394,159,245 | 22.6% |
| Total | $6,168,846,218 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY BEACON | OAK ATLAS | EXZVKZFWT | XMUE | 10.29% | $17,852,720 |
| OPTIMA DELTA | TIMBER SIGNAL | P2FV7EC5C | PWP | 2.82% | $27,330,622 |
| CREST ALPHA | MOMENTUM ALPHA | TU6O3FB60 | KVL | 2.64% | $47,087,554 |
| SIGNAL VALUE | INSIGHT FUSION | DLY4FIOVK | HGUB | 5.03% | $19,124,086 |
| UNISON EMBER | VITAL LEGACY | EM3OXWU72 | NPQOG | 9.39% | $71,268,938 |
| ELEMENT NORTH | PRIME TIMBER | L9X7LS5RT | XDM | 4.64% | $51,604,779 |
| UNISON RIDGE LEGACY | QUANTUM QUANTUM | 7PS8Z4ROC | LYO | 6.82% | $43,694,586 |
| FOUNDATION VECTOR | VALUE TIMBER | 64EQV01ZY | ODQFN | 10.75% | $74,069,116 |