# Montgomery Capital Management, LLC

> Montgomery Capital Management, LLC is a state-registered investment advisory firm in Newport News, VA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 126819
- Filed as: MONTGOMERY CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport News, VA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126819
- AdvisorCensus page: https://advisorcensus.com/firm/montgomery-capital-management-llc-newport-news-va-126819

## Quick answers

**How is Montgomery Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Montgomery Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Montgomery Capital Management, LLC located?**
Montgomery Capital Management, LLC's principal office is in Newport News, VA, according to its Form ADV.

**Is Montgomery Capital Management, LLC registered with the SEC or a state?**
Montgomery Capital Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 126819.

**How much does Montgomery Capital Management, LLC manage?**
Montgomery Capital Management, LLC reports $4,726,657 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Montgomery Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (4); charitable organizations (1).

**Does Montgomery Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126819

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,726,657
- Discretionary: $4,726,657
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,680,996 |
| High net worth individuals | 4 | $2,713,529 |
| Charitable organizations | 1 | $332,132 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- montgomerycap.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Montgomery Capital Management, LLC (CRD 126819): Form ADV filing data as of October 2026.