AdvisorCensus / Financial advisors / Texas / Houston / Days Global Advisors
Days Global Advisors
Filed as DAYS GLOBAL ADVISORS · Legal name Montrose Estate Capital Management, LLC
Days Global Advisors is an SEC-registered investment advisory firm in Houston, TX, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.
Quick answers
From the filingHow is Days Global Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Days Global Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Days Global Advisors located?
Days Global Advisors' principal office is in Houston, TX, according to its Form ADV.
Is Days Global Advisors registered with the SEC or a state?
Days Global Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324497.
How much does Days Global Advisors manage?
Days Global Advisors reports $40,011,977 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).
How have Days Global Advisors' assets and staff changed since 2023?
In the Form ADV data for Days Global Advisors: Regulatory assets under management: $2 in the October 2023 data and $40,011,977 in the October 2026 data, up 2000598750%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Days Global Advisors serve?
By number of clients on Form ADV Item 5.D: investment companies (1); other investment advisers (1).
Which custodians does Days Global Advisors use?
Days Global Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Days Global Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324497
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$40,011,977 as of October 2026, filing dated March 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Montrose Estate Capital Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $40,011,977 | 1 | March 12, 2026 |
| October 2025 | $38,143,000 | 1 | March 28, 2025 |
| October 2024 | $33,000,000 | 1 | March 21, 2024 |
| October 2023 | $2 | 1 | May 3, 2023 |
Regulatory assets under management: $2 in the October 2023 data and $40,011,977 in the October 2026 data, up 2000598750%.
Total employees: 1 in October 2023 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Days Global Advisors (CRD 324497): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/days-global-advisors-houston-tx-324497