# Montage Financial Advisors

Montage Financial Advisors is a RIA based in Campbell, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Campbell, United States
- **Region:** North America
- **Address:** 2872 N 3480 W, Lehi, UT 84043, United States
- **Assets under management:** Undisclosed
- **Website:** montageadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/montage-capital

## Regulatory record

- **CRD number:** 164391
- **SEC file number:** 802-76772
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164391

## About

A Leading Provider of Minimally Dilutive Growth Capital Montage Capital is a leading provider of minimally dilutive growth capital to technology and life science companies. Montage’s debt-oriented funding solutions allow founders, management teams and early investors to maintain control and ownership of their companies, while obtaining the capital they need for growth. Based in Cupertino, California, Montage is well-positioned to support the increasing number of founder/angel funded companies which are revenue-generating, near cashflow breakeven, and do not require significant additional capital to achieve their next set of milestones. Montage’s debt solutions are flexible and tailored to meet a company’s specific growth capital needs. Montage generally provides $500 thousand to $3 million in capital to its portfolio companies, but Montage often partners with other firms to fulfill a larger capital need. Debt from Montage is typically due within 18-36 months. Montage charges interest and fees for the debt portion of its investments and takes a small equity stake in the form of warrants. However, the overall cost of capital for a Montage solution is significantly lower than an all-equity raise.

## Offices

- Campbell, CA
- New York, NY
- London, UK

## People

- David Faulk — Founder and President

## Questions

### Who runs Montage Financial Advisors?

David Faulk is the Founder and President, as listed on the firm's website. His contact details are publicly available for the Lehi, Utah office. No additional leadership team members are named in available sourcing.

### What does Montage Financial Advisors actually do for clients?

The firm acts as a personal chief financial officer, providing investment management, financial planning, and specialized advisory on areas like special-needs trusts and retirement strategies. It also maintains an educational content library on its website covering topics from alternative investments to data theft.

### Does Montage Financial Advisors make direct private investments or just use funds?

Montage's public-facing materials point to a traditional advisory model using marketable securities and possibly fund vehicles for alternative exposures, rather than direct co-investments or principal private equity deals. It publishes educational guides on asset classes, but no portfolio companies or direct deals are disclosed.

### How large is Montage Financial Advisors?

The firm does not publicly disclose its assets under management, total number of clients, or deployment capacity. Its professional headcount is also unstated, making it difficult to size the organization from public records alone.

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Last updated: 2026-06-03T20:00:00.000Z

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