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DAYS GLOBAL ADVISORS
Legal name: MONTROSE ESTATE CAPITAL MANAGEMENT, LLC
CRD 324497File 801-127176
APPROVED
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.0M
Bottom 25% of cohort (national)
Discretionary AUM
$40.0M
Clients
2
2 accounts
Employees
1
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 11, 2023
- Principal office
- 6363 WOODWAY, SUITE 763, HOUSTON, TX, 77057
- Phone
- 833-551-0417
- Website
- https://www.daysadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.0M
- Discretionary AUM
- $40.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $20.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $19.7M |
| Other investment advisers | 1 | $20.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- 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.