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MONTGOMERY CAPITAL ADVISORS LLC

NEW YORK, NY · CRD 138148 · IAPD ↗ · montcapital.net · 212-201-7911

$130.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — MONTGOMERY CAPITAL ADVISORS LLC now reports custody of client assets ($130.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.