# Montgomery Capital Advisors

Montgomery Capital Advisors is a Single Family Office based in Plano, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** montgomerycap.com

## About

Montgomery Capital Advisors is an SEC-registered investment adviser in New York, NY, registered since 2005. The firm manages approximately $130 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Has Montgomery Capital Advisors disclosed any sector preferences?

No. The firm has not published a statement on investment sectors or strategies. Without a public investment history or stated mandate, its sector orientation is unknown.

### Who is the investment decision-maker at the firm?

No named principals have been publicly identified. The firm's structure, including who leads investment decisions, has not been disclosed through any primary source.

### Is the firm's wealth origin known?

No. The family behind Montgomery Capital Advisors and the source of its capital have not been disclosed publicly.

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Last updated: 2026-07-06T01:24:21.606Z

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