MONTGOMERY INVESTMENT MANAGEMENT INC
SEC RegisteredAbout the firm
Montgomery Investment Management is an SEC Registered Investment Advisor since 1987. The firm seeks out companies that are well managed, as evidenced by sustained high return on invested capital, that are attractively priced, using long term investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long term investment strategies focused on identifying well-managed companies with sustained high return on invested capital that are attractively priced.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 107 | $488M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.20% |
| Next $1,500,000 | 0.60% |
| Next $3,000,000 | 0.50% |
| Next $15,000,000 | 0.40% |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MONTGOMERY INVESTMENT MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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