MONTGOMERY FINANCIAL

Legal name: MONTGOMERY FINANCIAL SERVICES, LLC

CRD 170024File 801-129508

APPROVED

Retail clients

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$229.8M

Below cohort median (national)

Discretionary AUM

$229.8M

Clients

952

1,505 accounts

Employees

Bottom 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Feb 15, 2024
Principal office: 11718 OCEAN GATEWAY, OCEAN CITY, MD, 21842
Phone: 410-208-1004
Website: HTTPS://WWW.FACEBOOK.COM/LOGIN.PHP?SKIP_API_LOGIN=1&API_KEY=966242223397117&SIGNED_NEXT=1&NEXT=HTTPS%3A%2F%2FWWW.FACEBOOK.COM%2F

Assets & accounts

ADV Item 5F

Total regulatory AUM: $229.8M
Discretionary AUM: $229.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,505
Non-discretionary accounts: 0
Total accounts: 1,505
AUM per client: $241K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$237K
High net worth individuals	26	$52.4M
Individuals (other than high net worth individuals)	924	$177.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — CO-ADVISOR FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
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 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.