MONTGOMERY CAPITAL ADVISORS LLC

Overview

Montgomery Capital Advisors LLC is a small, fee‑based wealth manager that focuses on portfolio management for individual and family clients. The firm has an equity-first posture: the bulk of client assets are invested in exchange‑traded equities, and its advisory practice is built around percentage‑of‑AUM fees for separately managed portfolios. With SEC registration dating back to 2005 and an individual owner structure, Montgomery Capital runs a concentrated, client‑level approach rather than operating as a multi‑state or institutional allocator. Investment activity centers on liquid public markets for core exposures, supplemented by third‑party alternative managers in hedge funds and real estate. That mix suggests the firm prioritizes readily tradable instruments for tactical and long‑term equity exposure while using alternatives to broaden sources of return and reduce correlation to public equities. Portfolio management is conducted on a discretionary basis, enabling the firm to implement reallocations quickly across equity holdings and satellite alternative positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices