Single Family OfficeRIA · CRD 114181SEC-Registered

Updated:

Matt Montgomery

MATT MONTGOMERY is an SEC-registered investment adviser in JACKSONVILLE, TX. The firm manages approximately $36 million in regulatory assets.

Matt Montgomery

MATT MONTGOMERY is an SEC-registered investment adviser in JACKSONVILLE, TX. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

Matt Montgomery

Principal

Frequently asked questions

Who is the principal at Matt Montgomery?

The firm is named after Matt Montgomery, who serves as its principal. No additional biographical or professional history is publicly available.

Does Matt Montgomery disclose its AUM?

No. The firm does not publicly report assets under management or any deployment figures.

What investment strategy does Matt Montgomery pursue?

No confirmed investment strategy has been made public. There are no known portfolio companies, sector preferences, or fund commitments attributable to the firm.

Where is Matt Montgomery based?

The firm's headquarters location has not been disclosed in any public record.

Is Matt Montgomery a single-family office?

Based on the name and lack of institutional structure, it is classified as a single-family office. No multi-family, advisory, or third-party capital layers have been identified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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