MONTGOMERY CAPITAL ADVISORS LLC
CRD #138148 SEC #801-64964 NEW YORK, NY 212-201-7911
SEC Registered
Total AUM
$111.9M
Discretionary
$111.9M
Employees
2
Clients
--
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $111.9M | $111.9M | $0 | 2 | 50 |
| Jan 2024 | $100M | $100M | $0 | 2 | 51 |
| Jan 2023 | $92.4M | $92.4M | $0 | 2 | 53 |
| Feb 2022 | $112.9M | $112.9M | $0 | 2 | 54 |
| Feb 2021 | $95.9M | $95.9M | $0 | 2 | 54 |
| Jun 2020 | $90.1M | $90.1M | $0 | 2 | 55 |
| Jan 2020 | $90.1M | $90.1M | $0 | 2 | 55 |
| Feb 2019 | $77.3M | $77.3M | $0 | 2 | 55 |
| Apr 2018 | $81.2M | $81.2M | $0 | 2 | 53 |
| Feb 2018 | $81.2M | $81.2M | $0 | 2 | 53 |
| Feb 2017 | $74.4M | $74.4M | $0 | 2 | 26 |
| Feb 2016 | $69.2M | $69.2M | $0 | 2 | 26 |
| Feb 2015 | $77.6M | $77.6M | $0 | 2 | 26 |
| Aug 2014 | $74.1M | $74.1M | $0 | 2 | 26 |
| May 2014 | $71.1M | $71.1M | $0 | 2 | 26 |
| May 2014 | $71.1M | $71.1M | $0 | 2 | 26 |
| Apr 2014 | $71.1M | $71.1M | $0 | 2 | 26 |
| Apr 2014 | $71.1M | $71.1M | $0 | 1 | 26 |
| Jan 2014 | $71.1M | $71.1M | $0 | 1 | 26 |
| Dec 2013 | $59.3M | $59.3M | $0 | 1 | 26 |
| Feb 2013 | $59.3M | $59.3M | $0 | 1 | 26 |
| Nov 2012 | $55.5M | $52.9M | $2.6M | 1 | 26 |
| Sep 2012 | $55.5M | $52.9M | $2.6M | 1 | 26 |
| Jan 2012 | $55.5M | $52.9M | $2.6M | 1 | 26 |
| Mar 2011 | $55.5M | $55.5M | $0 | 5 | -- |
| Jan 2011 | $55.5M | $55.5M | $0 | 5 | -- |
| Apr 2010 | $48.9M | $0 | $48.9M | 5 | -- |
| Apr 2009 | $49.7M | $49.7M | $0 | 5 | -- |
| Mar 2007 | $61.2M | $61.2M | $0 | 5 | -- |
| Mar 2006 | $56.6M | $56.6M | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees2
Clients50
DateJan 2024
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients51
DateJan 2023
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees2
Clients53
DateFeb 2022
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients54
DateFeb 2021
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees2
Clients54
DateJun 2020
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees2
Clients55
DateJan 2020
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees2
Clients55
DateFeb 2019
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees2
Clients55
DateApr 2018
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees2
Clients53
DateFeb 2018
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees2
Clients53
DateFeb 2017
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$77.6M
Discretionary$77.6M
Non-Disc.$0
Employees2
Clients26
DateAug 2014
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees2
Clients26
DateMay 2014
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees2
Clients26
DateMay 2014
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees1
Clients26
DateJan 2014
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees1
Clients26
DateDec 2013
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2013
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees1
Clients26
DateNov 2012
Total AUM$55.5M
Discretionary$52.9M
Non-Disc.$2.6M
Employees1
Clients26
DateSep 2012
Total AUM$55.5M
Discretionary$52.9M
Non-Disc.$2.6M
Employees1
Clients26
DateJan 2012
Total AUM$55.5M
Discretionary$52.9M
Non-Disc.$2.6M
Employees1
Clients26
DateMar 2011
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$48.9M
Discretionary$0
Non-Disc.$48.9M
Employees5
Clients--
DateApr 2009
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--