# MONTGOMERY INVESTMENT MANAGEMENT INC

MONTGOMERY INVESTMENT MANAGEMENT INC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 105417
- Type: SEC-registered investment adviser
- SEC file number: 801-30150
- Location: 6229 EXECUTIVE BLVD, ROCKVILLE, MD, 20852
- Phone: 301-897-9700
- Latest filing: 2026-02-20
- Regulatory AUM: $490.0M
- Discretionary AUM: $311.4M
- Non-discretionary AUM: $178.6M
- Clients: 3
- Accounts: 108

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Laura Catherine Murphy | DIRECTOR | — |
| Calvin Scott Koonce | CHAIRMAN/MANAGING DIR. | — |
| Franklin Scott Koonce | PRESIDENT/CFO/TREAS./CCO/MANAGING DIR. | — |
| Janet Bell Koonce | VP/DIRECTOR | — |
| Martin Foote Oppenheimer | OWNER | — |
| Virginia Koonce Craig | DIRECTOR | — |
| Kathleen Koonce Goodier | DIRECTOR | — |
| CONN JOEL FRANKLIN | MANAGING DIRECTOR | — |
| MURPHY JOI CATHERINE | DIRECTOR; SECRETARY; SECRETARY/VP (+5 more) | — |
| KOONCE FRANKLIN SCOTT | CFO/TREAS./CCO/VP/MANAGING DIR.; CFO/TREAS./MANAGING DIR.; CFO/TREAS./VP/MANAGING DIR. (+5 more) | — |
| KOONCE JANET BELL | VP/DIRECTOR; V. PRESIDENT | — |
| OPPENHEIMER MARTIN FOOTE | MANAGING DIRECTOR; OWNER | — |
| CRAIG VIRGINIA KOONCE | DIRECTOR | — |
| MARSH SAMUEL | DIRECTOR | — |
| GOODIER KATHLEEN KOONCE | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105417/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105417/similar
- Related entities: https://search.stillhousedata.com/firm/105417/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105417

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.