MONTIS FINANCIAL, LLC

CRD 163986File 801-76534

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.26B

Above cohort median (national)

Discretionary AUM

$1.22B

Non-discretionary $40.9M

Clients

580

1,976 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Apr 27, 2012
Principal office: 230 THIRD AVENUE, FLOOR 5, WALTHAM, MA, 02451
Phone: 781-541-5057
Website: https://montisfinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.26B
Discretionary AUM: $1.22B
Non-discretionary AUM: $40.9M
Discretionary accounts: 1,943
Non-discretionary accounts: 33
Total accounts: 1,976
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.4M
High net worth individuals	303	$1.15B
Individuals (other than high net worth individuals)	277	$108.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — RETAINERS
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

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

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.