MONTROSE ADVISORS INC

Legal name: MONTROSE ADVISORS INCORPORATED

CRD 105918File 801-45235

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$670.8M

Above cohort median (national)

Discretionary AUM

$135.0M

Non-discretionary $535.8M

Clients

30 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Nov 23, 1993
Principal office: 7 EAST 60TH STREET, 2ND FLOOR, NEW YORK, NY, 10022
Phone: 212-888-4747
Website: HTTP://WWW.MONTROSEADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $670.8M
Discretionary AUM: $135.0M
Non-discretionary AUM: $535.8M
Discretionary accounts: 24
Non-discretionary accounts: 6
Total accounts: 30
AUM per client: $25.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.2M
Other investment advisers	Fewer than 5	$499.0M
High net worth individuals	24	$141.3M
Pooled investment vehicles	2	$29.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.