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MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417File 801-30150
APPROVED
Retail clients
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$490.0M
Above cohort median (national)
Discretionary AUM
$311.4M
Non-discretionary $178.6M
Clients
108
108 accounts
Employees
3
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 6, 1987
- Principal office
- 6229 EXECUTIVE BLVD, ROCKVILLE, MD, 20852
- Phone
- 301-897-9700
- Website
- HTTP://WWW.MIMINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $490.0M
- Discretionary AUM
- $311.4M
- Non-discretionary AUM
- $178.6M
- Discretionary accounts
- 88
- Non-discretionary accounts
- 20
- Total accounts
- 108
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 107 | $487.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.