ROCKVILLE, MDCRD 105417Latest ADV February 20, 2026
Montgomery Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville, MD. Its latest Form ADV filing, dated February 20, 2026, reports $490M in regulatory assets under management, 3 employees, 2 offices, and 108 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 99.1% of total clients.
Top client categories% of clientsClients
1
HNWI
99.1%
107
2
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$490Mas of February 20, 2026
Discretionary63.6%
$311M
64% of total RAUM63.6%
Non-discretionary36.4%
$179M
36% of total RAUM36.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$490M
Total Accounts108
10Y AUM Change+$219M (+81.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee36:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.