# Montrose Advisors Inc

> Montrose Advisors Inc is an SEC-registered investment advisory firm in New York, NY, registered since 1993, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 105918
- Filed as: MONTROSE ADVISORS INC
- Legal name: Montrose Advisors Incorporated
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105918
- AdvisorCensus page: https://advisorcensus.com/firm/montrose-advisors-inc-new-york-ny-105918

## Quick answers

**How is Montrose Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Montrose Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Montrose Advisors Inc charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.2% to 0.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Montrose Advisors Inc located?**
Montrose Advisors Inc's principal office is in New York, NY, according to its Form ADV.

**Is Montrose Advisors Inc registered with the SEC or a state?**
Montrose Advisors Inc is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 105918.

**How much does Montrose Advisors Inc manage?**
Montrose Advisors Inc reports $670,800,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (20% discretionary).

**How have Montrose Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Montrose Advisors Inc: Regulatory assets under management: $370,752,429 in the October 2021 data and $670,800,000 in the October 2026 data, up 81%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Montrose Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Montrose Advisors Inc use?**
Montrose Advisors Inc's 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 Montrose Advisors Inc 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/105918

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.2% to 0.75% a year (a range, as the brochure states it)

> The fee schedule for this ranges from 0.2% to 0.75% and is based on total portfolio assets.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $670,800,000
- Discretionary: $135,000,000
- Non-discretionary: $535,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $141,300,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $29,300,000 |
| Charitable organizations | Fewer than 5 | $1,200,000 |
| Other investment advisers | Fewer than 5 | $499,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1993 (32 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [montroseadvisors.com](https://montroseadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $370,752,429 | 5 | March 29, 2021 |
| October 2022 | $460,935,326 | 4 | July 21, 2022 |
| October 2023 | $240,092,000 | 5 | July 10, 2023 |
| October 2024 | $413,149,000 | 5 | June 10, 2024 |
| October 2025 | $647,463,550 | 5 | July 17, 2025 |
| October 2026 | $670,800,000 | 5 | September 14, 2026 |

Regulatory assets under management: $370,752,429 in the October 2021 data and $670,800,000 in the October 2026 data, up 81%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Montrose Advisors Inc (CRD 105918): Form ADV filing data as of October 2026.