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MONTGOMERY CAPITAL ADVISERS

Legal name: MONTGOMERY CAPITAL ADVISERS, LLC

CRD 339529File 802-137410
ACTIVE
Filing as of Aug 31, 2026
Feed vintage Sep 8, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
Not reported

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
ERA
SEC region
FWRO
Registration date
Aug 31, 2026
Principal office
2500 DALLAS PARKWAY,, SUITE 533, PLANO, TX, 75093
Phone
214-509-5041
Website
https://mca-texas.com/

Assets & accounts

ADV Item 5F
Total regulatory AUM
Not reported
Discretionary AUM
Not reported
Non-discretionary AUM
Not reported
Discretionary accounts
Not reported
Non-discretionary accounts
Not reported
Total accounts
Not reported
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Not reported.

Advisory activities

  • Not reported.

Custody

ADV Item 9
Firm Custody Cash
Not reported
Firm Custody Assets
Not reported
Firm Custody Clients
Not reported
Firm Custody Securities
Not reported
Related Person Custody Cash
Not reported
Related Person Custody Assets
Not reported
Related Person Custody Clients
Not reported
Related Person Custody Securities
Not reported

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Sep 1, 2026Registration—ACTIVE

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MONTGOMERY CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONTGOMERY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.