# Montgomery Financial Group

Montgomery Financial Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 140782
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140782

## About

The Montgomery Financial Group, Inc. is a state-registered investment adviser in Orleans, MA. It manages approximately $48 million in regulatory assets. The firm has 4 employees and 2 investment advisers.

## Questions

### How does Montgomery Financial Group source proprietary deal flow?

The firm uses a combination of direct outreach to private companies, relationships with investment banks, and co-investment networks with other family offices. No specific sourcing program is documented publicly.

### Does Montgomery Financial Group participate in fund commitments or only direct deals?

The firm employs both approaches: committing capital to external private equity and hedge funds, and making direct co-investments in companies and real estate. The balance between the two is not publicly specified.

### What investment stages does Montgomery Financial Group typically target?

The firm focuses on later-stage private equity, growth equity, and real assets. It avoids early-stage venture capital, preferring mature companies with proven cash flows.

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Last updated: 2026-07-06T01:24:26.934Z

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